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Lump Sum Investments

If you have a lump sum of € 10,000 or more to invest we can advise you on how to maximise your returns/increase your income with a range of tax efficient savings. With hundreds of funds to choose from, selecting the most suitable funds to build an appropriate portfolio can be very difficult, time consuming and stressfull. So why not leave it to the experts in fund management selection and avoid having to

– Potentially research hundred of funds
– Analyse which funds might suit your needs
– Make a final selection based on your research and analysis
– Keep track of all the paper work

Income Continuance

Are you protecting your income, the one thing that pays for everything? If you had no income, due to unforeseen illness, injury, accident, or disability, how would you pay for your life style?

Life Cover

The main reason for life cover is to provide a tax free lump sum to help your family maintain the same standard of living that they enjoy today, should you die.

Pensions

If you want to be free to do what you want later in life you need to make the most of the cash and investments you have now.

Lump Sum Investments

If you have a lump sum of € 10,000 or more to invest we can advise you on how to maximise your returns/increase your income with a range of tax efficient savings.

Serious Illness

Fact: Men aged 30 are 50% more likely to suffer a serious illness than die before the age of 65.

Inheritance Tax Planning

Advance provision can be made for any tax exposure likely to arise on death.

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