WM Case Study

Are you maximising your income tax relief? 15th August 2023 Did you know that tax relief is available on personal contributions made to your pension? For 2023, the maximum amount of net relevant earnings/remuneration on which tax relief can be claimed is €115,000 The maximum contribution rate – including both AVCs and ordinary employee contributions…

Gifting to Grandchildren KEY FACTS Client Retired Individual with 5 Children and 11 Grandchildren What they needed help with Tax efficiently transferring assets to the younger generations Service(s) we provided: Investment portfolio re-design, income preservation strategy and annual transfer of surplus wealth to children and grandchildren Results achieved 15 years on, the client’s portfolio remains…