When it comes to estate planning, one of the key concerns is how to reduce...
We provide expert, independent advice on setting up your Section 72 policy.
Not all plans are the same and neither are their prices. Why pay more?
We provide a confidential and professional service and we are very good at what we do.
Our advisers will review the market and provide you with a tailored quote within 24 hours. We are always available to answer any questions you may have. Selecting the correct cover from the outset makes a huge difference. Allow our professionals to help you with this.
We are life assurance and protection advisors. With over 30 years’ experience in the Irish financial services industry, we know every protection product inside out, which we feel makes us perfect to deal with when you need to review your existing life assurance or you need to take out any new life assurance or protection product.
This website will help you set up your Section 72 insurance policy to cover your inheritance tax.
When it comes to estate planning, one of the key concerns is how to reduce...
As expected, the rate of CAT payable on any gifts or inheritances has remained unchanged,...
In the realm of financial planning, ensuring the smooth transfer of wealth to loved ones...
Initiating a Whole of Life Section 72 insurance policy for estate planning purposes requires a...
This is something that we are meant to be grateful for from Budget 2023. Despite...
It seems that whilst the Commission on Taxation & Welfare recommends a dramatic reduction in...