If you are concerned with keeping control of your financial
future and have a family business, investments, pension
funds etc, then you need to be aware of opportunities
and potential pitfalls that could affect your wealth.
For our first issue, I have looked at two issues, one
in the property investment area and the other in pension
regulatory areas that may be of interest.
Fred
Kerr
Partner Private Wealth Services
Tax
Considerations for Foreign Property Investment. If you are planning to invest
in a foreign property, you should be aware of the
tax and legal position in your country of choice.
Inadequate tax planning in advance of acquistion could
negate any gains you might make. |More|
Social Welfare & Pensions
Act 2005 (Review) The Social Welfare
and Pensions Act 2005, which impliments EU Directive
2003/41/EC, should be considered by all employers
providing an occupational pension plan for their employees
since the costs of maintaining these schemes may increase. |More|
•
Capital gains tax deadline dates for your diary.|More|
• Lisa Doyle, Manager – Private Wealth
Services |read
profile|
• Fred Kerr, Partner - Private Wealth Services
|read
profile|
•
Recent publications on Private Wealth Services which
may be of interest..|More|
•
A credit may be available where
capital gains and capital acquisitions tax arise on
the same event e.g. a gift of an asset....
|More|
•
Capital gains tax deadline dates for your diary.
• Lisa Doyle, Manager – Private Wealth
Services 
•
Recent publications on Private Wealth Services which
may be of interest..
•
