SWITCHING, BUYING, MOVING
WE MAKE MORTGAGES SIMPLE!
OR UP TO 4% BACK IN CASH
€180bn+ on deposit and interest rates at an all-time low for a sustained period!
TALK TO US TODAY IF YOU ARE CONCERNED ABOUT YOUR MONEY LOSING VALUE!
REVIEW YOUR EXISTING SAVINGS & INVESTMENTS
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 2022
€335,000, Child, or, minor child of a deceased child.
€32,500, Brother, sister, child of a brother or sister, lineal ancestor or descendant.
Tax Rate 33%
*All benefits received since 5/12/1991 taken into a/c for threshold.
Annual Gift Exemption €3,000
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.
AVAIL OF AN INSTANT QUOTE OR COMPARE YOUR EXISTING POLICY TO SEE CAN BETTER TERMS AND PREMIUMS BE SOURCED
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: email@example.com
Appointment booking facility: www.quigleyfinancialbrokers.ie
Our Recommendation, you can earn circa. 5% per annum on a gross roll-up basis, income and gains are allowed to build up tax free until every 8th anniversary!
*Source; LIA Factsheet June 2023
Compound Interest Effect *
FUTURE VALUE OF €1,000 TODAY
Increasing at 5% pa
After 1 year €1,050
After 2 years €1,103
After 3 years €1,158
After 4 years €1,216
After 5 years €1,276
After 10 years €1,629
After 15 years €2,079
After 20 years €2,653
Inflation Effect *
REAL VALUE OF €1,000 TODAY
Inflation at 5% pa
1 year €952
2 years €907
3 years €864
4 years €823
5 years €784
10 years €614
15 years €481
20 years €377