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Overall Financial Review

Thing’s change, your circumstances, your needs, your priorities;

Do you need to review whether your current set-up is still meeting your needs and whether you are getting the best value for your money?

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Inheritance Tax

Ensure your estate is transferred as tax efficiently and smoothly as possible!

Even with reducing property values in the current economic environment Inheritance Tax has become a huge issue for many.

Thresholds have been reduced, the tax rate has increased and with smaller family sizes more and more clients are having to make provisions for Inheritance Tax.

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Critical Illness Cover

This cover is often confused with health insurance or Income Protection but is quite different.

Critical Illness Cover provides a once off lump sum in the event of being diagnosed with an illness listed in the policy document. Although the lists are extensive the majority of claims fall into one of the following – cancer, heart attack, stroke, kidney failure, MS.

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Life Events we can help you plan for

Find out how well your finances match your lifestyle needs

Contact Us

Altamount Street,
Westport,
Co. Mayo. 
T: (098)29969
Email: info@coynefinancial.ie

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