Call us +353 (0) 21-4810028, +353 (0) 87-6593306 Email us at info@allfinancetax.com

Wealth Management Consultants

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Wealth Management

All Finance Tax provides a personalised, professional wealth management service

At All Finance Tax we believe that it is important that you maintain your wealth to pass on to the next generation. We can provide advice on various options to protect your wealth for your family while remaining in control of the family’s assets. At All Finance Tax we understand that it is important that the correct legal structures are in place to minimise your family’s gift/inheritance tax. We are here to help you with that process.

Expert advice from wealth management consultants

We can advise you in a wide number areas including pension options, tax efficient investments, life assurance, income protection to give you security on retirement.We set ourselves apart from other wealth management companies as we get to know you and your specific requirements in order to offer a professional, impartial financial advice. We make sure to tailor our wealth management service to meet your unique needs.

Retirement planning and wealth management services

If you’re planning your retirement we can help you to find the most efficient tax saving options. We can review your existing pensions to make sure they’re working as hard as you are, and offer advice on new pension options to provide additional security.Our wealth management service can provide help with savings and investments, whether you’re planning a once-off investment or investigating regular saving plans, Colette Cassidy, your wealth management consultant is available to help.

A wealth management service with guidance and advice

If you would like some information on how to maintain personal or business assets or how to pass wealth to the next generation Colette Cassidy, an expert wealth management consultant,would be delighted to help. If you’re searching for wealth management companies that go above the call of duty and provide you with the most proficient wealth management service then contact All Finance Tax today. We can help show you the efficient way to:
• Introduce someone new (relative or stranger into the business)
• Retire from your business
• Pass on wealth to the next generation
• Expand your business both at home and abroad

Who We Help

Landlords

For Irish property owners we will ensure that you comply with your tax obligations for a fixed fee. Irish Rental tax returns start from €250 plus vat . All fees are fixed and agreed upfront and can be offset as a cost in full against your tax bill.

Where landlords have foreign property , All Finance Tax can be a one stop shop. We can make sure that your foreign obligations are also met through our partners and all fees are fixed and agreed upfront. We also ensure that the tax treaties between the two countries are applied so that the minimum amount of tax is paid.

For non resident landlords with Irish property we provide a fixed fee service to ensure you meet your Irish obligations.

Paye Workers

If you have a modest PAYE income but are unsure whether or not you are being over taxed, we will review your taxes for you for a fixed fee of €99 to make sure that you are claiming all the credits that you are entitled to.

If you work for multinationals and have benefits in kind in the form of Stock Options, employee share purchase scheme or restricted stock units we will fulfill your income tax obligations for a fixed fee agreed up front.

Limited Companies

We offer company formations, strike off and re structuring services. We can also advise on the most effective way to bring in a new director or retire an existing one. We will help you meet all of your company registration office and revenue obligations for a fixed fee agreed up front.

Investors

Whether you hold a simple deposit account to more complicated investment instruments to shares both foreign and Irish generating dividends we can help you meet and minimize your tax obligations for a fixed fee agreed up front.

Make an Enquiry

Call Us today at
+353 (0) 21-4810028
+353 (0) 87-6593306