December 2021: Financial Planning & Tax Webinar

In this Webinar, Jonathan Sheahan of Compass Private Wealth discussed the following:

  • Tax Implications of Investing

  • Tax Efficiency of Pensions

  • Minimising Gift & Inheritance Taxes for future generations

  • Building a Tax Efficient Investment Portfolio

  • Tax Implications of Protection policies

  • Tax Compliance

View Presentation Slides
Jonathan Sheahan
Managing Director of Compass Private Wealth, Dublin
www.CompassPrivateWealth.ie
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Sunday Times Article on Portfolio Management, 31 October 2021