Investment Planning
Adjusting Investments in a Bear Market
What should investors do as the US election looms large and we enter a bear market? Adjusting investments in falling equity markets can be confusing
02/11/2020
Company Owners
For company owners, professional tailored financial planning is key, and should include strategic retirement planning, as well as a focus on health related risks for themselves and their key employees.
All business owners understand their importance, and want a trusted financial advisor, who can genuinely add value. We have been advising company owners for over 15 years and can help you find the most cost-effective tax-saving solutions, to afford you peace of mind today and for the future.
Business Owners
As a business owner, perhaps you still need to seriously address your retirement planning and or protection needs, or you already have a financial adviser, but you require an improved service, expect better results or lower costs.
Our highly cost and tax-effective financial solutions, are tailored to you and your business, with a trusted and supportive professional relationship in mind.
Company Owners
Our comprehensive financial advice is focused on:
Tax-saving Protection
The first thing to address is protecting your own income, what if you had an accident, became seriously ill, or worse still your income fully disappeared. You can use company funds and gain premium tax-relief on.
Key Person Insurance
If you're a new business raising investment capital, taking out a business loan or seeking to protect against the impact of key employees' serious illness or premature death.
Retirement Planning
Company owners can use company monies, as opposed to their own pocket, to fund for substantial benefits in retirement, to include a tax-free lump sum. We advise you on how to minimise taxes and reduce investment costs whilst designing an investment strategy specific to your needs.
Deposit Alternatives
When a company leaves money on deposit, it is subject to 25% Corporation Tax on this non-trading income. Most companies are also be subject to an additional surcharge of 20%, if monies remain undistributed within 18 months of the accounting period, in which those profits arose. Investment Bonds and Structured Deposits offer a real value alternative.
Extensive Reach
We partner all leading life insurers and asset managers operating within in the Republic of Ireland.
Premier Solutions
Our business owner advice involves a simple 4 step process.
01.
By understanding your position, we develop bespoke plans to deliver best value client outcomes.
02.
Our solutions are personally tailored to your needs and accomplished based on your priorities.
03.
Application is kept simple, using latest the technologies, with digital signature, client sign-off.
04.
We monitor and adjust to your changing needs, and to market conditions, with regular detailed reviews.
news & posts
Benefit from our latest financial advisory articles.
What should investors do as the US election looms large and we enter a bear market? Adjusting investments in falling equity markets can be confusing
Lump sum investment alternatives are badly needed with deposit rates simply dismal, despite the recent interest rates increase. People remain anxious to find a better
Not rushing into making your ARF application and taking the time to understand your ARF advisory options, is key to maximizing the investment performance and
If you’re a company director (business owner), with surplus cash sitting in Irish bank deposits, then now is a great time to consider higher-rate, deposit
What should investors do as the US election looms large and we enter a bear market? Adjusting investments in falling equity markets can be confusing
Affordable Mortgage Protection Insurance is easy enough to find once you realise that you don’t have to accept your mortgage lenders expensive policy and that
Get in touch
Schedule your free consultation right now.
OneQuote Financial Brokers,
11 James’s Terrace, Malahide,
Co. Dublin, K36 CV08
One Quote Financial Brokers is regulated by the Central Bank of Ireland no: 459006.
©2023 All Rights Reserved.
Web Design by Juvo.