July 2023

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SWITCHING, BUYING, MOVING

                 OR IMPROVING?                                                                              

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WE MAKE MORTGAGES SIMPLE!

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COMPETITIVE RATES 

OR UP TO 4% BACK IN CASH

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€180bn+ on deposit and interest rates at an all-time low for a sustained period!

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TALK TO US TODAY IF YOU ARE CONCERNED ABOUT YOUR MONEY LOSING VALUE!

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REVIEW YOUR EXISTING SAVINGS & INVESTMENTS

CHARGING STRUCTURE

FUND PERFORMANCE

ATTITUDE TO AND CAPACITY FOR INVESTMENT RISK ASSOCIATED WITH YOUR FUNDS

 

INHERITANCE TAX PLANNING

MAKE SURE THE NUMBERS ADD UP!

MAXIMUM AGE TO ISSUE A POLICY IS 75

 

Capital Acquisitions Tax on or after 02/10/2024

Threshold*

Relationship

€400,000, Child, or, minor child of a deceased child.

€40,000, Brother, sister, child of a brother or sister, lineal ancestor or descendant.

€20,000, Other.

Tax Rate 33%

*All benefits received since 5/12/1991 taken into a/c for threshold.

Annual Gift Exemption €3,000

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You can fund for the payment of this tax through a Section 72 insurance policy which is a revenue approved life insurance policy, proceeds of which are tax-free, if used to settle inheritance tax bill.

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AVAIL OF AN INSTANT QUOTE OR COMPARE YOUR EXISTING POLICY TO SEE CAN BETTER TERMS AND PREMIUMS BE SOURCED

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PENSIONS MADE SIMPLE WITH AN EXPERT

STARTING A PENSION

REVIEW YOUR EXISTING PENSIONS, SOURCING BETTER CHARGES & FUNDS

TRANSFER A PENSION INTO YOUR OWN NAME

TRANSFER PREVIOUS EMPLOYER PENSIONS INTO YOUR OWN NAME

MATURE YOUR PENSIONS

 

Visit us online at: www.quigley.ie

Email in confidence: info@quigley.ie

Appointment booking facility: www.quigleyfinancialbrokers.ie

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