Optima Financial

Estate Planning

People are thinking now, more than ever, about what will happen when they die.

As part of this process, they have started thinking about what they want to happen to their assets when they die, and with this has come the awareness that, for some of their beneficiaries, there might be tax to pay.

If this is something you need to consider, I would be more than happy to facilitate a meeting to answer any questions you might have, and to talk through what we can do, in order to get your family protected in a way that makes sense for you. You can do this by clicking on this link and make an appointment for a time that suits you

For a further look at the benefits of having a plan in place, you can also give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page.

0879914902
[email protected]

https://lnkd.in/gfyNgsBx

Glencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland.

Information is correct as at 04-02-2025 but is subject to change.

Thanks to all who turned out to our Business Owner Seminar at the Fitzgeralds Woodlands House Hotel & Spa. A huge turnout to discuss Auto enrolment, a market update and Health and Safety information also.

Great presentations with huge value to all who attended from Kevin Fitzsimons Dara O'Brien and Adrian Carmody.

All proceeds on the morning went to Cliona's Foundation

Thanks to Paul Molloy , Anne Healy (Biddys Good Luck Horse Shoes) , Optima Training & Consulting Ltd , Julie Kilmartin and Orla Hickey for their wonderful prizes. Please support all and we really appreciate their generosity.

For more information please don’t hesitate to contact me.