Now the US election is hopefully over we go back into a few weeks of what will hopefully be the final Brexit negotiations. No matter which side of that argument you were on, I think everyone will agree it’s time to move forward. On January 1 st the Transition Period will end and this causes…
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Q. What is Corporate Co-Director Insurance? A. Simply it is an insurance protection policy owned by the company and is affected for an amount that matches the monetary value of each Director’s business share. Why? The Directors of a private company are often the major shareholders and are charged with making the key business decisions…
Q. What is an Executive Pension (EP)? A. It is a tax-exempt Revenue approved Pension vehicle that allows business owners and key employees to get the most value from their pension contributions. It allows a business owner to transfer surplus profits from the company to his/her EP plan with no liability to Benefit-in-Kind Why? …
In this blog, Imperius Wealth’s Gerard Frew (Chartered Financial Planner) examines the changes to UK Pensions over the last few years and how the changes are affecting people with UK Pensions. Top 6 Points to consider. Legislative changes to UK Pensions On the 6th of April 2015 the UK Government passed radical legislation enabling everyone…
Irish retirees considering a move to Portugal There has been quite a lot of interest from Irish clients looking to retire somewhere tax efficient, close-by and sunny. Many look at Spain or France but once they do their research then Portugal becomes of far more interest. Portugal not only has a lot to offer in…
‘the importance of financial advice’ If you are between 40-60 years of age and worked in the private sector, you may be fortunate enough to have a ‘Defined Benefit’ (DB) Pension, i.e. an occupational pension from a previous employer that amounts to a promise (not a guarantee) to pay a future retirement benefit annually (based…
