Savings and Investments
Irish people have a comparatively high preference for saving money in deposit accounts, but almost half say they don’t know the typical rate of return, research commissioned by Irish Life indicates. A quarter of Irish wealth is held in cash deposits, three times as much as in Canada and twice as much as in the UK.
Inheritance Tax Section 72 Cover
€460 Million Inheritance Tax was collected by Revenue in 2017 alone. This is just on those estates that were finalised in 2017 ...There is a huge windfall due to Revenue on estates that have not yet been finalised or are still going through the probate process. This is such an unnecessary tax to pay to Revenue directly from one’s estate when a Section 72 life assurance policy could cover the tax bill instead.
Pension Life Assurance
There are different types of Life Assurance. Pension Life Assurance or Pension Term Assurance is an essential tax planning component of your overall Life Assurance planning. You are eligible to use this type of cover if you are self employed, are a company director or if you are an employee who is NOT part of a company pension scheme. The key benefit is tax relief.
Income Protection Insurance
Income protection is often an overlooked insurance that people rarely think about, however what would happen if you for any reason lost your income? Income protection will protect you and your family in the case of long term illness and or serious injury, it's simple to get an income protection insurance quote and we will make certain that you get the best income protection insurance for your needs and we do it fast. Remember, a key benefit to this cover is generous tax relief.
Business Owner Protection
Business owner protection insurance also known as Co-Directors Protection, Partnership Protection or Key Man Insurance. Co-Directors Protection will protect you and your business from serious illness and or death. We will help you to put this cover in place for your key people to ensure there is money to buy out shareholders. All interested parties will be covered so there is no ambiguity.
Mortgage Protection Insurance
Mortgage protection life cover is a must these days, if you are taken ill or have an accident then you need to know that your mortgage protection will take care of your mortgage payments. We can provide you with a competitive mortgage protection quote either just for your mortgage or a mortgage life insurance policy. Mortgage life cover will take care of your mortgage payments in the event of your death providing your family with a debt free roof over their heads.
Providing Expert Financial Planning & Advice For Pensions Investments And Assurance.
Fundamental Life and Pensions are the complete solution for life insurance, pension advice, retirement planning and savings & investments.
A family owned and run whole life financial broker business offering the services of an expert financial advisor in Dublin, Jacinta Lawlor. The company was founded by Jacinta who has a background in pensions, protection and banking that spans almost 30 years.
Fundamental offers a no-nonsense, common sense approach to financial services. People do business with people – not companies. You need to know that who you are talking to in relation to your financial needs understands you, your family requirements, your business requirements and more importantly your priorities.
At Fundamental, we pride ourselves on the overall approach we take with our clients – taking a snapshot of one moment in time is not enough. Priorities change and we help our clients to address these priorities with a minimum of fuss. It’s common sense..... it’s transparent..... it’s Fundamental. We provide affordable and reliable financial planning options to individuals, self employed professionals and small businesses.
Independent Financial Advisors Dublin Fundamental Cover Whole Life Assurance Needs From Mortgage Protection Income Protection & Key Man Insurance (Directors & Officers Insurance)
We are friendly helpful and experienced, why not call to arrange a financial consultation? it's free financial advice and there is no obligation, you will be surprised at the many ways that we can help. We can often increase your cover and reduce your costs, and we often find our financial advice services will uncover ways that you can save money in taxes that most Irish people didn't know existed.
Whether it's financial advice, pension advice, insurance advice or simply money advice Fundamental are here to help with all types of investment advice and retirement planning.
Fundamental Life and Pensions Financial Advisors Dublin.
32C Rosemount Business Park, Rosemount Park Drive, Ballycoolin, Dublin 11, D11 HD9C, Ireland Leinster Tel: +353 1 906 0398
Services Financial Advice Dublin and Ireland
- Independent Financial Advice
- Pensions & Investments
- Retirement Planning
- Financial Planning
- Investment Options
- Inheritance Tax Insurance (Estate Tax Insurance) S72 Cover
- Life Assurance & Life Insurance
- Income Protection Insurance & Advice
- Mortgage Protection Insurance
- Mortgage Life Insurance
- Critical Illness Cover
- Key Man Insurance (D&O Insurance) Directors & Officers