Pensions
Directors Pension is a pension retirement plan designed to allow company directors and senior employees to save for retirement.
Self-employed pension plans are ideal retirement savings for a self-employed business owner or a sole trader.
An occupational pension is a type of pension scheme in which your employer automatically tops up the amount you pay into it each month.
An EPS is a type of defined contribution retirement savings plan in which individuals contribute to their pension funds.
The main purpose of AVC’s is to bump up your pension benefits that your employer’s pension scheme is providing for you.
It is important to invest in a pension plan. However, this step alone is not sufficient for ensuring your secured financial future.
If you are someone who has worked abroad and have not yet transferred your pension, it may be worth your while to look into this in greater detail.
Once you cease pensionable employment, your ex-employers HR/Pensions department will usually send you your ‘Leaving Service Options’
Need advice on how to start a pension, review pension benefits, or unlock a pension early? Click the button below to Read More
Public Sector Superannuation schemes can be quite complex and difficult to understand.
Mortgages
Our Public Sector mortgage services are tailored to the different occupations within the public sector.
A flexible and tax efficient Buy-to-Let Mortgage for new and existing property investors
Are you an Irish citizen working abroad and thinking about buying a dream home in your homeland?
Buying your first home can be both an exciting and nerve-wracking experience.
Get A Top Up On Your Mortgage Or Release Some Cash From The Equity Built Up On Your Home
Protection
Mortgage protection is life insurance that pays off your mortgage in the event of your death.
Life insurance pays out either a lump sum or an income in the event of your death.
Unsure if Serious Illness Protection is the right choice for you? Click the button below to Read More
One of the main benefits of Salary protection is that all monthly premiums qualify for tax relief/tax rebate
Income protection is an insurance policy that pays a monthly replacement Income/income to the policyholder
Taking out Life Insurance in your 50s can ensure that a lump sum of money is left to your loved ones when you die.
Are you a preoccupied working person who has yet to take action to safeguard your family…
No parent or relative wishes to see their children issued with a hefty CAT bill upon their death.
Public Sector
Public Sector Pension/Superannuation Advice schemes can be quite complex and difficult to understand.
AVCs are a simple and tax-efficient way of saving for your retirement. They are extra contributions made to bump up your main pension entitlements
Savings And Investments
A Children’s College Education Savings Plan will help relieve some of the financial pressure of …
Qualify for a larger mortgage loan than you will get with any local bank. Lowest interest rates…
It is entirely up to you how much interaction you have with a financial service professional…
Are you an investor looking to protect your money in a low-risk scheme? Click the link Below to Read More
You don’t deserve negative growth on your hard-earned savings. But this is bound to happen …
Corporate investments in Ireland are investments made by profitable companies in order to reduce their tax liabilities on profits
EIIS is a tax relief scheme in Ireland that was designed to encourage investment in small and medium-sized enterprises (SMEs).
If you’re lucky enough to find yourselves in the above-average mortality age bracket, you’ll need to stretch out your retirement savings.
Inheritance Tax
Inheritance Tax Planning is the process of planning for the transfer of a person’s wealth and property after death.
Section 72 Policy calculates the expected tax bill of the property beforehand so that your children inherit your property tax-free upon death
Section 73 Policy is a savings plan taken by a person who owns assets to pay for the potential gift tax liability when certain assets are passed onto someone else
There is a lifetime limit from Parent to Child of €335,000 per child of either gifts or inheritance. Once your total assets value exceeds this threshold, a 33% tax is payable on this excess.