Fortis Financial

Unmarried couples living together usually don't consider this until it's sadly too late.

If one partner dies, the other only gets €20k tax free. Everything else, including the family home, is taxed at 33%. That tax bill alone could force you to sell the house you shared.

A Life Assurance policy can cover that liability, so you're not left scrambling when it matters most.

If this you're worried about this, we offer a free 30-minute consultation to discuss your options

🚨 Do You Receive Company Shares as Part of Your Compensation?

Share schemes can be a valuable part of your overall package — but many employees are unclear on the tax implications, reporting obligations, and potential pitfalls involved.

That’s why we’re hosting a practical webinar designed to simplify the key rules and help employees better understand their responsibilities.

📅 Tuesday, 26th May
🕖 7:00 PM

Join Gerry O’Brien of Fortis Financial alongside David Bruton of Bruton Tax Advisory & Accountancy as they discuss:

✅ How company shares are taxed
✅ What happens when shares are transferred or sold
✅ Important tax deadlines employees need to know
✅ Common mistakes that can lead to unnecessary tax issues

If you receive company shares, stock options, or equity-based compensation, this session could help you avoid costly misunderstandings and make more informed financial decisions.

📍Register through the link in comments and join us on the night.

Paid in company shares and unsure about the tax implications or when to sell? Join Conor Tobin QFA on 26 May for a free webinar covering RSU & SAYE tax rules, smart selling strategies, and how to build a diversified financial portfolio. Includes a FREE 30-minute financial review for attendees.

Registration Link Below :

https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew #/registration