Inheritance & Gift Tax Planning

Inheritance & Gift Tax Planning

by | Jul 29, 2021 | Uncategorized

As we get older and accumulate assets, we eventually get to the point of wondering how we can pass our wealth down to our children. Ireland has one of the highest Capital Acquisition rates globally which is currently set at 33%. Over the last number of years, it has...
Group Pensions & Risk Benefits

Group Pensions & Risk Benefits

by | Jun 22, 2021 | Pensions

 A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement.  Oaktree Financial Services Ltd can explain the differences between the...
Pensions For All Ages

Pensions For All Ages

by | Apr 20, 2021 | Pensions

Pensions are such an important part of your finances yet many seem to avoid them until later in life. We are all for living for the now which is so important but ignoring your future can be detrimental to your finances. A pension in its simplest form is saving to...
Redundancies & Pensions – The Pitfalls

Redundancies & Pensions – The Pitfalls

by | Apr 6, 2021 | Pensions, Redundancy

If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made redundant should be provided with leaving...
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