October 2022

SWITCHING, BUYING, MOVING OR IMPROVING?

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We Make Mortgages Simple!

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• RATES AS LOW AS 2% 

• 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

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INHERITANCE TAX PLANNING

• MAKE SURE THE NUMBERS ADD UP!

• MAXIMUM AGE TO ISSUE A POLICY IS 75

 

Capital Acquisitions Tax 2022

Threshold*

Relationship

€335,000, Child, or, minor child of a deceased child.

€32,500, Brother, sister, child of a brother or sister, lineal ancestor or descendant.

€16,250, 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

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Visit us online at: www.quigley.ie

Email in confidence: info@quigley.ie

Appointment booking facility: www.quigleyfinancialbrokers.ie

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