Pensions & Protection
We can provide you with tailored advice specific to your individual needs in the following areas:
Personal & Family Protection - Private Life Cover, Serious Illness Cover, Income & Mortgage Protection Business Protection - Keyman Cover, Corporate Share Buy Back and Partnership Protection Pension Planning & Self Administered Pensions - Advice on any pension fund you may have, with specialregard to a second income or spouse’s income.
Post- Retirement Planning - Review of options available to you at retirement and where applicable, planningand exit strategies
Investments
QWM provides professional advice in the area of Lump Sum Investments. Our advisors can assist you in:
Reviewing your existing portfolio Establishing the risk level associated with your current portfolio and recommend a ‘rebalancing’strategy where appropriate
Reviewing the investment products in the market (i.e. Structured Products, Deposits, Capital SecureInvestment, Equity and Mixed Asset Bonds).
Reviewing Tax saving incentive investments.Services for Credit Unions
QWM can offer significant investment expertise and guidance to Credit Unions operating in the Irish market. We can provide Credit Unions with professional investment advice in addition to educational and regulatory support.
If you would like to find out more about our Credit Union offering contact us on 021 4641480 or email
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.
Accountancy Partnerships
Are you an accountancy practice hoping to increase your service offering to your existing clients? Would you like to earn extra income in the process? If you've answered YES to both of these questions then we would love to meet with you to discuss a partnership opportunity with QWM. Feel free to contact us on 021 4641480 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you would like to arrange an appointment to discuss this opportunity further.
EII - Employment and Investment Incentive Scheme (the revamped BES scheme)
The Employment and Investment Incentive Scheme (EII) was introduced by the Finance Act 2011 and is a replacement for the BES. The EII is a Tax Relief incentive scheme enabling eligible investors to avail of tax relief by deducting the cost of their qualifying investment from their total income for income tax purposes. Quintas Wealth Management have managed a number of BES investments and more recently EII Funds which involves the identification of investee companies and ongoing monitoring of these investee companies performance until the end of the investment term. Anyone who is paying tax at the higher rate of 41% and who would like to claim tax relief are eligible to invest in EII scheme.
Consultancy
Compliance Consultancy
