With Budget 2017 around the corner we are all wondering what the announcements will be and how they will affect our wallets at the end of the day.
For us here in Financial Planner.ie, we have been watching the news closely to see how we can help clients with everything from Mortgages, Pensions and Life Insurance products.
Mortgages are an obvious area for us, and the proposed scheme to support First Time Buyers allows us the opportunity to offer our independent financial expertise. The government is looking at supporting this market by way of a tax rebate towards the purchase of new properties. More to follow next week.
With over 30 years of experience offering independent financial advice, we have a mortgage approval success rate of 98%. We work with over eight lenders whom we can source the best rates for you within 24 hours.
Personal protection planning, how does this relate to Budget 2017? Well for example, in the instance of co-habiting couples who have taken out a joint Protection Policy who, in the event of an untimely death of one party there would be tax implications for the surviving party on the payout. As there will most likely be small changes to the reliefs or Capital Acquisitions Tax (CAT), we as Qualified Financial Advisors would be in a position to advise and direct couples to financial solutions in this area. Here at Financial Planner.ie, we can take you through all the steps. At times it may seem like a minefield but actually it is very simple and would be our pleasure to take you through the steps involved on a one-to-one basis.
Call us at our office on 01 627 9495 and we can arrange a meeting to discuss your financial planning.
