CPDStore Ireland

This timely session, in advance of the October 31st and ROS tax deadlines, will explore how self-assessed individuals can maximise personal pension contributions for the previous tax year, and plan for future pension funding. We will also cover how recent volatility has impacted financial markets and what that means for investors as we approach the end of 2025. Attendees will gain insights into how these developments can affect client portfolios. 

Laura Reidy will 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

By attending this session, you will:

• Gain an understanding recent market trends and their impact on client portfolios
• Gain insight into the economic and political factors shaping the near-term outlook
• Learn how Cantor’s Discretionary Investment Service can complement you and your client
• Gain an understanding what options are available to the self-employed, employees and proprietary directors for current and future pension funding planning
• Through practical examples, understand the timing of contributions and how,   when made at the right time, can lead to significant tax relief.

This session will be of particular interest to:

• Accountants and tax advisers
• Business owners & Individuals
• Employees
• Self-Employed