Tue, 8 October 2024
12:00 - 13:00
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Tue, 8 October 2024
12:00 - 13:00
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Join IOB and Úna Ryan (Director - Transactions Tax, Grant Thornton) for a post-Budget 2024 tax update. Úna will share her insights and analysis on the recent Budget and the key tax takeaways to be aware of.
There is 1 CPD hour available for the following designations:
APA- (Life Assurance MCC , Pensions MCC ,Savings and Investments MCC , Housing Loans, Home Reversion Agreements and Associated Insurances MCC , Consumer Credit Agreements and Associated Insurances MCC , Debt Management Services MCC )
QFA- (Life Assurance MCC , Pensions MCC ,Savings and Investments MCC , Housing Loans, Home Reversion Agreements and Associated Insurances MCC , Consumer Credit Agreements and Associated Insurances MCC , Debt Management Services MCC )
Registered Stockbrokers- (Life Assurance MCC , Pensions MCC ,Savings and Investments MCC , Housing Loans, Home Reversion Agreements and Associated Insurances MCC , Consumer Credit Agreements and Associated Insurances MCC , Debt Management Services MCC )
LCI- Licentiate of Compliance Institute
PB-Professional Banker
CB-Chartered Banker
CBD-Certified Bank Director
CIFD-Certified Investment Fund Director
FCI-Fellow of Compliance Institute (Compliance)
CFRCP- Certified Fintech Risk and Compliance Professional
WMP-Wealth Management Professional
RPP-Retirement Planning Professional
MCI Board Member or Equivalent
RRP-Regulatory Reporting Professional
AFP
Tax planning for small to large family owned businesses which includes business succession, non-filing structures, group reorganisations, restructuring of groups prior to sales to third parties which includes vendor tax due diligences & review of legal documentation (Share purchase & loan agreements) from a taxation perspective.
Extensive experience on estates and trusts for high net worth individuals including anti-avoidance provisions, estate planning and cross border estate tax issues and offshore trusts.