TAX ADVICE FOR YOU
LET OUR ADVISORS HELP YOU REACH THE GOALS YOU HAVE.
LET OUR ADVISORS HELP YOU REACH THE GOALS YOU HAVE.
About Us
We are employment tax and pension specialists.
We provide support for both the employer and employee in a host of situations; we focus mainly on SARP recipients and ensure both employer and employee understands the requirements.
Our other main area of specialism is maximising the use of tax effective strategies in redundancy situations. Our skill set ensures that the employees understand both the tax advantages of such payments from net pay to the pension element.
We provide support for both the employer and employee in a host of situations; we focus mainly on SARP recipients and ensure both employer and employee understands the requirements.
Our other main area of specialism is maximising the use of tax effective strategies in redundancy situations. Our skill set ensures that the employees understand both the tax advantages of such payments from net pay to the pension element.
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This is where we add the most value – we can advise from the redundancy element and ensure our clients opt for the best pension strategy for them.
Leanne Murphy is a Chartered Tax Advisor, AITI, CTA, Qualified Financial Advisor (QFA), a qualified Retirement Planning Advisor (RPA). |
Employment Tax
We believe that if your Employees are moving their families to Ireland they should not have to worry about whether their payslip is correct. Many of us take this for granted but when you qualify for the valuable SARP relief this can bring a host of issues.
We help you as Employers and your Employees succeed by ensuring you both understand SARP and other reliefs available.
Unlike other firms we provide ongoing support to both your Employees and you. We follow up with regular face to face meetings and provide a personalised service. We have been helping busi-nesses since 2012 when these reliefs were implemented, so understand the issues that could arise.
SARP is a reasonable new relief and there are changes that need to happen in Revenue reporting that everyone needs to be aware of. We work with you to ensure the correct steps have been completed and your employees do not worry whether their payslip is correct.
We help you as Employers and your Employees succeed by ensuring you both understand SARP and other reliefs available.
Unlike other firms we provide ongoing support to both your Employees and you. We follow up with regular face to face meetings and provide a personalised service. We have been helping busi-nesses since 2012 when these reliefs were implemented, so understand the issues that could arise.
SARP is a reasonable new relief and there are changes that need to happen in Revenue reporting that everyone needs to be aware of. We work with you to ensure the correct steps have been completed and your employees do not worry whether their payslip is correct.
Retirement Planning
We help those people that are changing roles by providing independent advice on their company pension. Through experience we have found that advising when a redundancy package is offered is where we add the most value. We help our clients understand what is the most tax efficient option at this stage. As tax consultants as well as pension specialists we understand the tax impact from both viewpoints.
Our service begins with a pension analysis and the options available to you. As this is purely advice we charge a set fee for this. If you choose to avail of one of the options and this includes a product sale we will discuss ongoing remuneration. This would either be an annual fee invoiced to you or if you choose a fee included in the product. All our fees are transparent and advantages/disadvantages of either choice discussed with you at the outset.
We also help those people whose Employers do not provide a pension plan – the same service applies. We will provide an analysis of what the retirement planning options available are, the projections and the costs to you. We charge a set fee for the initial recommendations and if you choose a product then the remuneration fee will be discussed.
Our service begins with a pension analysis and the options available to you. As this is purely advice we charge a set fee for this. If you choose to avail of one of the options and this includes a product sale we will discuss ongoing remuneration. This would either be an annual fee invoiced to you or if you choose a fee included in the product. All our fees are transparent and advantages/disadvantages of either choice discussed with you at the outset.
We also help those people whose Employers do not provide a pension plan – the same service applies. We will provide an analysis of what the retirement planning options available are, the projections and the costs to you. We charge a set fee for the initial recommendations and if you choose a product then the remuneration fee will be discussed.