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introducing
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for your major clients
creative financial planning
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A c know l e d g ed and endorsed by leading L awy e r s, Tax Consultants and Accountants
An innovative and t ax - e f f e c t i ve solution to Inheritance and G i ft T ax planning.
Of particular relevance when dealing with :- the Family Business, Parents in more
advanced years, L ow thresholds (Uncles etc., Common L aw spouses)
Features :
Wh a t they said ....
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Unique distribution concept
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F l e x i b le - r e v o c a b le
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Free consultation - with instantaneous graphic illustration
"Your presentation has given a newand constructive
interpretation of Section 60 policies and the benefits
to be derived from them."
Gerry Sheedy McCann FitzGerald
"Your approach is inventive and in appropriate
cases, most useful."*
Paul Keane Reddy Charlton & Mcknight
"1 believe there will be a marked increase in the
use of these policies once the public become more
familiar with the relief which is available."
Frank O'Reilly Whitney Moore & Keller
" interesting and informative "
Laurence Shields L K Shields & Ptnrs.
"Innovative and creative."
Terry Cooney & Paschal Taggart
and for your Practice
the Moneywise Partnership Programme ^
Addresses itself to the financial well-being of the Practice, its individual Pa r t ne rs and their Dependants
- catering in a co-ordinated, cohesive and t ax - e f f i c i ent plan f o r exposure in situations of p r ema t ure
death, disablement/critical illness and/or eventual retirement. A l so addresses such issues as
" Pa r t ner mob i l i t y" and "Capital A/C liquidity"
from
Moneywise Financial Planning Ltd.
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Vincent Ferguson,
(Chairman)
Owen Morton
(Managing)
Directors
Brian A. Carroll
Anthony
Horgan
For further information write, phone or fax :
Owen Morton
Moneywise Financial Planning Ltd.
23 FitzwUliant Square, Dublin 2.
tel (01) 76 22 05
fax (01) 61 95 75
Moneywise Financial Planning (Cork)
in association with
Anthony Horgan
Anthony Horgan & Associates Ltd.
"Cayuga", Well Rd., Douglas,
tel (021)293332 fax (021)292587