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A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.

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Good news on Capital Acquisitions Tax (CAT) thresholds

On Tuesday 1st October, the Minister for Finance, Jack Chambers, delivered his first budget speech and the last of the current government. In that speech, he announced a welcome change to all the thresholds relating to Capital Acquisitions Tax (CAT) and what can be received as a gift or inheritance tax free.

Budget 2025: Everything you need to know

Jack Chambers TD (Minister for Finance) and Paschal Donohoe TD (Minister for Public Expenditure, National Development Plan Delivery and Reform) delivered the Budget for 2025 to the Dáil. Read on to see changes and updates from the Budget.

Markets react to positive US jobs data and lower eurozone inflation

US major equity indexes ended the week on a positive note on the back of a stronger than expected employment data, despite reports of a dockworkers’ strikes at Eastern seaports in the US, writes Ian Slattery.

September 2024 Financial Broker Newsletter

The latest Financial Broker newsletter has been published.

Techtalk: Opportunities and Pitfalls - Advising clients on backdating a pension contribution to a prior year

With the Revenue “Pay and File” tax deadline approaching, it's crucial to understand the benefits and challenges of making pension contributions before the deadline to maximise tax relief.

Techtalk: Guidance Note on tax relief and how marginal rate tax applies

While tax relief is only available on pension contributions against your individual earnings, there are some measures that may need to be taken to optimise income tax relief. 

Topping up in 2024 - everything you need to know

As pension season is the busiest time of year for us all, here are some simple tips to ensure a stress-free life for you and your clients.

At Zurich, our community is at the heart of our business

Zurich prides itself on its commitment to making a difference in the local communities in which we operate, and through our charity partnership with Down Syndrome Ireland, we aim to support them in the vital work they do. 

Continuing our digital journey

Our digital journey at Zurich continues as we begin to offer customers the option of receiving their Benefit Statements online. 

Markets react to the Federal Reserve cutting interest rates

The highlight of the week was the Federal Reserve’s rate announcement after its policy meeting concluded on Wednesday, writes Ian Slattery.

September 2024 monthly investment news

August was an eventful month for investors. Early on, the release of disappointing US economic data, coupled with an interest rate hike by the Bank of Japan, triggered a significant sell-off in global equity markets, writes Richard Temperley.

Tax saving opportunities 2024

Maximising pension contributions can be a very effective way to help your clients save for the retirement they deserve. With this in mind we've put together targeted sales aids to help you discuss the options available. If you're writing to your clients this pension season, be sure to include these flyers to help demystify the deadline for them! 
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