Informed Decisions are one of Ireland’s only remaining independent financial advice firms. We specialise in retirement & investment planning for successful individuals, so that our clients only have to retire once.
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May 27, 2024
In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead?
Section 72 policies are often discussed as a tool to manage inheritance tax liabilities and to maximise the legacy they leave to loved-one.
I hope it helps.
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The content of this site including blogs and podcasts is for information purposes only. Everybody’s financial situation is different and the content we share on our site and through podcasts may not be applicable to you.
The articles, blogs and podcasts are not investment advice. They do not take account of your individual circumstances, including your knowledge and experience and attitude to risk. Informed Decisions can’t be held responsible for the consequences if you pursue a course of action based on the information we share
Informed Decisions are one of Ireland’s only remaining independent financial advice firms. We specialise in retirement & investment planning for successful individuals, so that our clients only have to retire once.