Course Details

This timely course, in advance of the October 31st and ROS tax deadlines, explores how self-assessed individuals can maximise personal pension contributions for the previous tax year, and plan for future pension funding. We also cover how recent volatility has impacted financial markets and what that means for investors as we approach the end of 2025. 

 

Laura Reidy & John Mullane cover the following topics during this presentation:

  • A review of the recent performance of financial markets 
  • An overview of the factors likely to drive the outlook as we approach Q4 2025
  • An overview of Cantor’s Discretionary investment service
  • An overview of how Self-Employed individuals can reduce final tax for previous year and preliminary tax for the current tax year  
  • An overview of how employees can use AVCs/PRSAs to claim back tax relief at their marginal rate
  • An overview of how Proprietary Directors may be able to reduce 2024 tax bill

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CPD Course Speaker

Cantor Fitzgerald

John Mullane

John Mullane, CFA, FCA is the Chief Investment Officer of Cantor Fitzgerald Ireland. He has over two decades of experience, the majority of which has been gained in the investment industry in both London and Dublin where he worked as both a fund manager and investment analyst. John is a regular markets contributor on Newstalk breakfast and also writes a column for the Sunday Business Post on same.

Cantor Fitzgerald

Laura Reidy.

Laura is Director of Wealth management and Pensions with over 18 years’ experience within the industry. Prior to joining Cantor Fitzgerald in 2017, Laura was Head of Pensions in Merrion Capital Group. During this time, she has developed extensive technical expertise in all areas of pensions and wealth planning. Laura is a CERTIFIED FINANCIAL PLANNER™ professional since 2017 and a Pension Trustee Practitioner (PTP). She holds a graduate Diploma in Financial Planning, a Bachelor of Arts degree, and a Higher Diploma in Science. Laura is also a Qualified Financial Advisor (QFA), a Specialist Investment Advisor (SIA) and holds both a Professional Certificate in Compliance and an ISE Certificate in Stockbroking.