Savings & Investments

Traditional deposits no longer offer attractive rates of return to make your hard-earned money work for you. Whether saving for a home, special occasion, or child’s education we all want to make the most from what we put aside.
There are a wide range of savings and investment options available for regular savings and lump sums to suit all budgets, and the key is to get the right advice.

Contact us for a no obligation discussion on the options available and start making your money work for you!

Small Gift Exemption

You may receive a gift up to the value of €3,000 from any person in any calendar year without having to pay Capital Acquisitions Tax, This means that you may take a gift from several people in the same calendar year and the first €3,000 from each disponer is exempt from CAT. Gifts within this limit are not taken into account in computing tax and are not included for aggregation purposes.

This small gift exemption applies only to gifts and not to inheritances.

Services We do for You?

At Steeples Financial Consulting we cover a wide range of options weather you’re looking to setup a pension scheme, looking to get life cover or illness protection or simply want to start a new savings or investment plan?

We’ve got you covered contact us today and we will advice you on what best suits your circumstances to plan your future!

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