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Tax planning strategies before the end of the year

Tax planning strategies before the end of the year The end of the financial year is quickly approaching and now is a good time to take some prudent steps to reduce your tax bill and put yourself in the best position for the next financial year. All too often tax planning is left to the [...]

2017-10-29T14:54:56+00:00October 29th, 2017|

Plan for Financial Independence, Not Retirement

  We all know that trying to understand pensions, financial independence and retirement is not easy. Let’s get that out of the way at the outset of this article! But how can we work to understand the various dimensions of the pension world and how this solution can form part of an overall plan to seek [...]

2017-07-19T14:16:54+00:00July 19th, 2017|

Do you qualify for the State Contributory Pension?

Do you qualify for the State Contributory Pension? Who qualifies for the State Contributory Pension and what PRSI contributions must be made in order to meet the requirements, are common questions many people ask when planning their retirement. In order to qualify for the State Contributory Pension, an individual must have made a certain minimum [...]

2017-06-16T09:59:06+00:00June 16th, 2017|

Is an Annuity a good investment?

Is an Annuity a good investment? At Heritage Wealth, we appreciate that deciding what to do with your pension fund is one of the most important financial decisions you will have to make. There are various options available to you and now is a good time to seek professional advice, to ensure that whatever decisions [...]

2017-05-24T08:18:44+00:00May 24th, 2017|

Family & Business Succession Planning

Family & Business Succession Planning Death is understandably a topic that people don’t like to think a lot about. But as we all know, it’s an unavoidable part of life. By putting financial measures in place now you may be able to make this time less difficult for your loved ones. In the past, “Estate [...]

2017-05-11T13:20:07+00:00May 11th, 2017|

3 Tax Tips for Business Owners, Homeowners and the Self-Employed

3 Tax Tips for Business Owners, Homeowners and the Self-Employed Non-Principal Private Residence Charge (NPPR) The NPPR was an annual charge applied from 2009 to 2013 in respect of residential property that was not the owner’s only or main residence in those years. If you owned residential property on the liability date in any of [...]

2017-04-25T18:26:20+00:00April 25th, 2017|

Our Guide to Tax Efficient Investing

Our Guide to Tax Efficient Investing The quote “Don’t let the tax tail wag the investment dog” means don’t make investment decisions solely based on tax considerations. Nevertheless, it is certainly sensible to invest in a tax-clever and tax-efficient way. What is meant by a tax-efficient investment is often quite difficult to define. What is [...]

2017-04-11T18:43:25+00:00April 11th, 2017|

How much income will I really need in retirement?

How much income will I really need in retirement? It's that age-old conundrum: How much should I save for my retirement? Nowadays, people want to have fun in retirement:  travel more, spend more time with family and friends, learn some new skills, start a business and stay active. It's all about having the freedom to [...]

2017-04-01T07:52:22+00:00March 15th, 2017|

Business Owner and Shareholder Protection Strategies

Business Owner and Shareholder Protection Strategies I've recently noticed a significant increase in asset protection questions from business owners. In every office, shop or factory in the country there is a notice proclaiming that the employer has taken out insurance to cover accidents to employees at work. Every car or lorry owned by a business [...]

2017-04-01T07:55:53+00:00March 4th, 2017|