Using the Small Gift Exemption & Bare Trusts to Build Wealth for the Next Generation Inheritance Tax has been a hot topic in the media lately, and many of our clients have been asking how they can efficiently pass on wealth without incurring unnecessary tax burdens. One particularly effective strategy that parents and grandparents are
Make 2025 a Year of Control It feels like now more than ever, we are living in a world like no other. The word “unprecedented” might be the most overused word of 2025. With uncertainty looming large, it’s easy to feel a bit anxious about the future. While we can’t control global events, we can
Every year, we are bombarded with information on items that we should / can or have yet to claim or declare. It can be a bit of a confusing time but we find that the main points below will highlight the tax reliefs and claims that can be most commonly made before the deadline (31st
You've worked hard to build a secure financial life. You've got a good job, a comfortable home, and maybe even some savings tucked away. But with so much conflicting information out there, you might wonder: could a financial advisor really make a difference? The answer, based on research by Brokers Ireland, is a resounding yes.
What is the difference between Mortgage Protection and Life Insurance. Usually when people refer to Life Insurance they mean Level Term Assurance, here is a quick video on what the difference is. Hopefully it gives you an idea of what you need. If you want to talk to us about life insurance, mortgage protection or
