Money Maximising Advisors Limited

  Looking for a smart way to reduce  gift tax in Ireland  and protect your legacy? 💡 In this video, we explain how the  Section 73 Policy Savings Plan  works, helping high-net-worth parents and grandparents pass on wealth more tax efficiently. With this Revenue-approved plan, you can: ✅ Reduce future  gift tax liabilities by up to 33% ✅ Ensure more of your wealth stays in your family ✅ Protect the full value of your legacy ✅ Plan ahead for Capital Acquisition Tax (CAT) In this video, you’ll learn: 🔹 What the Section 73 Policy Savings Plan is 🔹 How it reduces  gift tax in Ireland 🔹 Why it’s ideal for parents & grandparents 🔹 Steps to set up a Revenue-approved plan Why choose Section 73 Policy? You’ve worked hard to build your wealth. The big question:  How do you pass it on to the next generation without a huge tax bill? The  Section 73 Savings Plan  allows you to transfer wealth tax efficiently during your lifetime, using a comp...

  💡  Want to pass on wealth to your loved ones without a hefty inheritance tax bill? In Ireland, the  Small Gift Exemption Savings Plan  is a smart and legal way for high-net-worth families to transfer assets tax-efficiently, helping protect your legacy. 💼  Why use the Small Gift Exemption Savings Plan? Under Irish tax law, you can give up to  €3,000 per person each year  without triggering  Capital Acquisitions Tax (CAT) . When structured well, this can add up to hundreds of thousands of euro passed on  completely tax-free , without affecting the lifetime CAT allowance. In this guide, you’ll learn: ✅ How one business owner avoided a €600,000 CAT bill for his children ✅ How the €3,000 per-person annual allowance works ✅ The long-term benefits of investing these gifts ✅ How this fits into broader estate planning strategies Example scenario: Michael, a business owner with three children and ten grandchildren, was facing a potential €600,000 C...