Tax Planning
Claiming Tax relief on Income Protection
Tax relief on Income Protection premiums, certainly makes it a more affordable insurance benefit (with 40% relief for higher income earners) but, it’s important to
22/12/2023
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Tax relief on Income Protection premiums, certainly makes it a more affordable insurance benefit (with 40% relief for higher income earners) but, it’s important to
Pension transfer refers to the process of moving your existing pension fund from where it is currently invested to a new pension arrangement. For those
A Personal Retirement Bond (PRB), also known as a Buy Out Bond (BOB), is an individual pension policy set up in your own name. It
When it comes to investing in Standard fund-based pension products, albeit a lump sum or regular contributions, the lowest cost investment funds, can offer an
Bonds held within your pension plan, or investment bond, are usually dependable and typically sit quietly as part of a multi-asset fund, with lower-risk investors
Since the rise of the ECB rate, going from 0% in July 2022 to 4.5% in early September 2023, we have been approached by ever
If you’re an employee (PAYE Worker) or Self-employed, and have a PRSA or Personal Pension, or if you make lump sum AVC payments to an
While cashback on Mortgage Protection is always appealing, before thinking short-term, consider where the real value exists! The fact is that the best long-term fixed
When exiting an employer’s Occupational Pension Scheme to take up another job, or if becoming self-employed, important considerations arise regarding your pension scheme benefits. This
Tax relief on Income Protection premiums, certainly makes it a more affordable insurance benefit (with 40% relief for higher income earners) but, it’s important to
Pension transfer refers to the process of moving your existing pension fund from where it is currently invested to a new pension arrangement. For those
A Personal Retirement Bond (PRB), also known as a Buy Out Bond (BOB), is an individual pension policy set up in your own name. It
When it comes to investing in Standard fund-based pension products, albeit a lump sum or regular contributions, the lowest cost investment funds, can offer an
Bonds held within your pension plan, or investment bond, are usually dependable and typically sit quietly as part of a multi-asset fund, with lower-risk investors
Since the rise of the ECB rate, going from 0% in July 2022 to 4.5% in early September 2023, we have been approached by ever
If you’re an employee (PAYE Worker) or Self-employed, and have a PRSA or Personal Pension, or if you make lump sum AVC payments to an
While cashback on Mortgage Protection is always appealing, before thinking short-term, consider where the real value exists! The fact is that the best long-term fixed
When exiting an employer’s Occupational Pension Scheme to take up another job, or if becoming self-employed, important considerations arise regarding your pension scheme benefits. This