ESTATE PLANNING
Estate or Inheritance planning is the process of passing on your estate or inheritance in the most tax efficient manner possible. At 360 Financial Consultants, we can help you achieve this by advance planning and ensuring all available reliefs and exemptions are used where possible.
Proper planning allows you to protect your loved ones against the risk of suffering the burden of a large inheritance tax liability that they may not have the means to pay.
Inheritance tax is payable to the Revenue Commissioners when the value of the assets inherited is higher than a certain threshold amount. It is possible to put in place a special insurance policy approved by the Revenue Commissioners known as a ‘Section 72’ Life Insurance policy and this is designed to pay the tax liability which will arise on the passing of your assets to your loved ones.
If you would like to find out more about how best to pass your estate onto your loved ones, please call us.
BUSINESS SERVICES
Our Approach:
To fine tune a business needs a real understanding of how it operates. Processes must be optimised, cash flow is crucial and the technology utilised must be fit for purpose.
By working with 360 Financial Consultants, we act as an additional resource to your business and use our extensive knowledge and experience of the SME sector to help you identify the areas where your business can be reinvigorated and enhanced. We strive to help our clients know where improvements may be made and work with them to achieve these improvements.We always aim to provide straight forward and practical ideas and solutions for the benefit of your business.
Below are the services we provide:
- Business continuity planning
- Business function strategy and excellence
- Business process improvement
- Cash flow and working capital optimisation
- Change management
- Decision support and financial modelling
- Organisational design
- People consulting
- Performance management
- Post-merger integration
- Strategy and business planning
- Business finance sourcing
