When you pass away, the last thing you want is for your loved ones to be burdened by a hefty inheritance tax bill. With some planning, you can minimise the taxes owed and ensure your legacy remains intact.
Inheritance tax applies to assets exceeding a certain value that are left to beneficiaries other than a spouse. Without preparation, your heirs may be forced to liquidate part of their inheritance or take out loans to cover taxes shortly after you die.
By exploring options like gifting assets over time, establishing trusts, and utilising tax-free allowances, you can reduce or eliminate the inheritance tax burden. This allows you to pass on more to your family and preserve the full value of your estate.
With professional inheritance tax planning, you can protect your loved ones’ financial future. Lay the groundwork now so they receive the maximum inheritance you intend, not a reduced amount after taxes. Give your family the peace of mind of a worry-free legacy.
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A financial advisor leverages their unparalleled expertise to guide your key money decisions by crafting a financial roadmap aligned with your distinct goals and risk comfort. Their comprehensive grasp of investing, savings, taxes and retirement provides direction without you having to research complex topics yourself. Advisors supply impartial recommendations so you can make choices that benefit you. Looking holistically at your finances, they optimise and coordinate plans wisely. Adapting to life’s changes, their continuing support keeps you on the path to prosperity. For their wisdom and convenience, advisors deliver value and reassurance.
Boasting over 30 years of experience since 1991, McCarthy Insurance Group has designed bespoke financial solutions to empower clients’ futures. Our team of certified financial advisors possesses expansive expertise spanning all aspects of financial planning including insurance, retirement, investing, taxes and more. We retain an objective outlook without favouring any singular provider. Furthermore, we collaborate with accounting, tax and legal partners to deliver all-encompassing guidance by tapping into varied fields of knowledge. Our sole focus is building customised plans to safeguard our clients’ financial well being and deliver peace of mind.
Highly qualified professional team of advisors with over €300 million in client assets under management.
Innovative technology that allows clients to view all of their policies with all insurers in one place.
Access to the most competitive rates from all of the major insurance and investment companies in the marketplace.
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We have been working with McCarthy Insurance Group for a number of years and very much value their trusted advice and guidance on the insurance market. We are confident that we achieve the best coverage and the best value with the guidance of McCarthy Insurance Group.
Reach out to connect with our knowledgeable and friendly team, ready to provide you with personalised insurance advice and support tailored to your unique needs.
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Charles McCarthy Insurances Ltd. t/a McCarthy Insurance Group, McCarthy Financial Services is regulated by the Central Bank of Ireland. Registered in Ireland no.357858. Registered office: Anderson Centre, O’Neill Crowley Quay, Fermoy, Co. Cork, Ireland. Please note that telephone calls may be recorded for regulatory, quality, training and verification purposes.
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