In an increasing number of cases today, you will have to consider your clients’ rights and obligations as cohabitants. You will need to discuss the implications of the Succession Act 1965, review Capital Acquisition Tax (CAT) considerations in relation to life insurance policies or explain the Dwelling House Exemption. Many clients are also looking at the most efficient method of passing on assets to the next generation.
We’ve two very useful supports for Financial Brokers and Advisors
1. Life Assurance and Cohabiting Couples flyer
2. An On Demand Cohabiting Couples and Bare Trusts webinar featuring Niall Concannon, Interim Head of Retail Sales and Anne Williams, Technical Specialist. Tune in here
For further information on our protection supports please contact your New Ireland Account Manager.