Brokers Ireland CPD Webinar: Tax Masterclass
The tax landscape in Ireland is increasingly complex -join our tax masterclass with expert David Clancy.
This is essential for brokers working with high‑value client segments who need clear, tax‑efficient financial planning across Savings, Investments, Pensions and Protection.
What’s Covered
- Savings, Investments and Pensions: Practical tax‑efficient planning using pensions, investment bonds, Section 73 and Bare Trust structures for high net worth, SME and farming clients.
- Protection
Company Share Buy-Back: The 7 Capital Gains Tax conditions every broker must know.
Key Person Cover: The 4 Revenue conditions needed for Corporation Tax relief.
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Speakers
David Clancy
Director
Clancy & Associates
Dave Wade
Account Manager
Aviva Life & Pensions Ireland
Niamh Ledwith
Regional Sale Manager
Aviva Life & Pensions Ireland