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I would like my Personal Pension / Executive Pension / A(M)RF / Savings and Investments reviewed / compared to see can better rates and terms be sourced, to identify any investment improvements or cost saving opportunities that may exist. I would also like to determine my attitude to and capacity for investment risk associated with my current funds.
I have a investment maturing shortly and would like to discuss what options are available for reinvestment.
Civil partners / co-habiting couples i would like to discuss Inheritance Tax Planning and how to structure my life insurances correctly.
Recently separated / divorced, equitable distribution of assets and earning's, re structuring mortgages, investments, insurances, pensions etc. Inheritance Tax Planning contracts amended.
Inheritance Tax Planning, passing assets to the next generation, I would like to discuss, the current threshold amounts, the tax liability and how to fund for this tax.
Gift Tax Planning, arising on the transfer of, say, the family business or farm or assets to the next generation at some stage in the future I would like to discuss. Gift Tax is similar to Inheritance Tax except that it applies only to benefits received 'otherwise than on death' the same tax rate applies.
Review / re price my current Inheritance Tax Planning contracts to see can better rates and terms be sourced.
Keyperson, Partnership, Co-Directors Insurance, Corporate Co-Director Insurance i would like to discuss and my current policies reviewed to see can better rates and terms be sourced.
If I was unable to work due to serious illness injury or disablement I could not maintain my current standard of living on the state income alone, I would like to put an income protection policy in place that is tailored to meet my needs.
I would like a quote for specified illness cover as I have none in place.
I would like to start a mortgage application now and discuss cashback offers.
I would like the rate reviewed on my current mortgages to see if the rate I am being charged by my lenders are competitive compared to other lenders in the marketplace, I would also like the insurance policies with them reviewed / re priced.
My current life insurance policies are with a banks and I feel they are too expensive, i would like them reviewed / re priced.
I am not sure about how much life insurance I should have for my family.
I now have dependants and require additional life insurance.
I have quit smoking a year ago and would like to review / re price my insurance policies now as a non smoker and avail of the cheaper premium rates.
I would like to discuss starting a pension, my options and tax relief on contributions.
I have a paid up pension and would like to know what options are available to me.
I have recently changed jobs and had a pension plan in my previous employment which i no longer contribute to, i would like to know what options are available to me.
I would like to avail of a free financial review.
If you answered YES to any of these statements book an appointment or contact us.