When it comes to estate planning, one of the key concerns is how to reduce the...

As expected, the rate of CAT payable on any gifts or inheritances has remained unchanged, however...

In the realm of financial planning, ensuring the smooth transfer of wealth to loved ones is...

Initiating a Whole of Life Section 72 insurance policy for estate planning purposes requires a thorough...

This is something that we are meant to be grateful for from Budget 2023. Despite the...

It seems that whilst the Commission on Taxation & Welfare recommends a dramatic reduction in the...

In a nutshell, everything remains the same. Following the release of Budget 2022, the 3 main...

A Section 72 insurance policy is basically a guaranteed, whole of life insurance policy, but written...

So, do you have a life insurance or a life assurance policy? Strictly speaking, you could...

The area of inheritances and gifts and the taxes that are applied to them is similar...

Capital Acquisitions Tax (CAT for short) consists of 2 separate taxes – Inheritance Tax and Gift...

It’s fantastic to make a will. Like I mentioned before, it brings clarity to a frequently...

Much like writing a will, setting up a life assurance policy can make us feel like...

I have received a few queries from existing clients asking whether their life insurance and other...

We get it…relations can be weird. I know they say that you can’t choose your family,...

Making a will is not a treat, but it is something that we should all do....