Tax Planning

Inheritance Tax – are you going to leave your loved ones with a large capital acquisitions tax bill? A section 72 policy could provide the funds to pay for such a bill, without impacting the value of the inheritance.

Gift Tax – if you are planning to give a gift to anyone, a Section 73 savings policy allows you to accumulate the capital to meet the capital acquisitions tax liability.

Pensions – Are you taking full advantage of your tax relief in funding for your retirement? Visit our pensions page to find out more.

We are happy to help you with any tax planning questions you may have.