Smart Finance is continuously seeking to meet with new clients and therefore would appreciate referrals to your family, friends, and work colleagues.

Business Partners

Smart Finance offers clients advice on a wide range of financial products and services, including:

• Life & Illness Insurance
• Pension Advice, including Self Administered pensions and Approved Retirement Funds
• Investment & Deposit Advice
• Corporate Insurance
• Inheritance Tax Planning

The Smart Finance newsletter aims to bring you the latest news in personal finance and wealth management.

July 2009 Financial Fact Sheet.

This is the latest in a series of Financial Fact Sheets to be included in the newsletter. The Fact Sheet is designed to assist financial advisers to give clear and accurate advice to clients across a broad range of areas, including:

• Optimizing retirement planning.

• Optimizing available tax breaks and reliefs.

• Available Social Welfare Benefits.

• Income tax exemption limits.

• Mortgage interest relief.

• Stamp duty levels.

Click here for full PDF document - Financial Fact Sheet

If you would like to discuss any of the information contained in the Financial Fact Sheet, please contact us >>

31st of October - Pension Tax Deadline.

With the 31st of October tax deadline fast approaching, it is important that you take the time to discuss all your options, and where possible, to take advantage of all available pension tax reliefs.

I have attached a Zurich Life article which appeared in the August edition of the Irish Broker Magazine. It outlines important changes that are due to come into effect shortly, and the opportunities that can be availed of, before these changes take effect.

Click here for full PDF document - Pension Tax Deadline 

If you would like to discuss this opportunity, please contact us >>

Irish Life 50+ Easy Life Cover Plan.

The 50+ Easy Life Cover Plan allows anyone between the age of 50 and 80 years of age, to take out, up to €25,000 life cover, without disclosing any medical details. Some of the product features are:

• Guaranteed Acceptance if aged between 50 and 80.

• Up to €25,000 life cover available.

• Premiums start from as little as €15 per month.

• Premiums are guaranteed never to be reviewed.

• Whole of life product.

Click here for full PDF document - 50+ Easy Life Cover Plan 

If you would to discuss this opportunity, please contact us >> 

Interactive Forum.

The Interactive Forum utilises the knowledge and experience of Smart Finance and it's business partners to enable clients and subscribers to the newsletter the opportunity to discuss financial and business matters, request full information on policies, and if required, request a full financial review to look at all available options going forward.

If you would like use the Interactive Forum, please contact us >>