The Finance Act 2021 was signed into law on 22 December 2021 and included some important updates for clients who have an AMRF and / or a Vested PRSA. As these changes have a far-reaching impact, we wanted to share the key points of the Act with our clients and highlight the actions that Pension
When you’re living off your savings, unexpected expenses can undo years of diligent planning. Withdrawing an extra €5,000 for household repairs might not seem like much in the grand scheme of things, but it can derail your plan, especially since those funds are no longer invested and working for you. To make the most of
The 31st of October is an important date for anyone using the myAccount.ie system to backdate Additional Voluntary Contributions (AVCs) into the 2020 tax year. Click on the link below and follow the steps outlined to log AVCs and claim a refund of Tax paid from the 2020 Tax Year. Claiming Tax Relief on a
As income underpins our ability to maintain the lifestyles we enjoy, we need to ensure that it is properly taxed. The Irish Life booklet that features in this month's newsletter outlines key information to help you take the necessary steps to ensure this is the case. The areas outlined in the booklet are: Top 10
