Expert

Tax advice And Planning

Moore Wealth Management works with your accountant to ensure that you are being proactive in your tax planning and do not simply react to tax bills as they arrive. As part of our tax advice, we explore and suggest ways to reduce your personal and corporate liabilities.

Expert

Tax Advice and Planning

Moore Wealth Management works with your accountant to ensure that you are being proactive in your tax planning and do not simply react to tax bills as they arrive.

As part of our tax advice, we explore and suggest ways to reduce your personal and corporate liabilities. For instance, making an Additional Voluntary Contribution (AVC) to your executive pension to allow you to personally claim full tax relief on these contributions at a marginal tax rate.

Taxation is the number one consideration for investing, business exit, inheritance and succession strategies. With decades of experience advising clients in these areas, we guide you down the most tax-efficient path available in conjunction with the leading tax practitioners in the country.

I have been using Colm for over two years now and could not recommend him highly enough. He understands the pressures on pharmacists and the current market we operate in. His experience in the pharmacy/healthcare and financial markets allow him to give current, relevant and up to date financial advice

Mike Walsh MPSI Community Pharmacist of the Year 2018
Effective

Inheritance Tax Planning

Inheritance tax planning is an often overlooked but key piece of financial planning. The inheritance tax threshold is €335,000 per child, meaning everything above €670,000 (two children), and €1,005,000 (three children), and so on is taxed at 33%.

Luckily, there are innovative solutions such as certain life cover policies that can protect your family from a substantial tax bill. We can conduct a comprehensive review to discover if inheritance tax liability is an issue for you and assess the solutions available.

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Tax-Efficient

Investments

Investing in a tax-efficient manner and having a plan for the tax-efficient transfer of assets to the next generation are some of the other issues on which we can provide expert tax advice.

Investing is simple but made complicated. You invest in the biggest and best companies in the world for the long term. That’s it, no complicated risk control mechanisms or market timing strategies.

Your pension is a supremely tax efficient vehicle for wealth accumulation and is the first port of call after paying down high interest debt for long-term savers by investing in these companies.

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