Safeguarding Your Legacy: Unveiling The Power of Section 72 Insurance.
An original Section 72 family estate example from 2024, explaining the inheritance planning challenge and linking to today’s tax allowances and guidance.
Does Starting a Whole of Life Section 72 Insurance Policy Make Financial Sense?
Brian Whelan’s original 2024 discussion of Section 72 policy costs and benefits, with a link to the latest premium comparisons and inheritance tax guide.
Inheritance Tax Changes in Budget 2023
Historical Budget 2023 CAT commentary. Read the dated context and follow our current guide to inheritance-tax thresholds and Section 72 funding.
Mixed, opposing opinions for Inheritance Tax review.
Historical September 2022 commentary on inheritance-tax reform. See the dated context and links to current Irish CAT thresholds and planning guidance.
Changes To Inheritance Tax for Budget 2022
Historical Budget 2022 inheritance-tax commentary, clearly dated and linked to current CAT allowances and Section 72 premium guidance.
Are the premiums worth it?
Are Section 72 premiums worth it? Compare cover, policy guarantees, long-term affordability and partial funding before choosing a policy.
What’s the difference?!
Understand term and whole-of-life cover, policy guarantees and why a whole-of-life policy does not automatically qualify for Section 72 relief.
Specific CAT queries.
Who can help with Irish CAT questions? Understand the roles of your tax adviser, solicitor, Revenue and Section 72 insurance broker.
What is C.A.T.?
Irish Capital Acquisitions Tax explained: current Group A, B and C thresholds, prior gifts, exemptions, filing dates and Section 72 funding.
Preparation is key…
Help executors find your will, policies and financial records with a practical document-location checklist and secure storage guidance.