Tax saving opportunities for your clients

These three sales aids are fully customisable with your logo on the front and space for your contact details and reg line at the back. If you're writing to your clients this pension season, be sure to include these flyers to help demystify the deadline for them!  

Tax saving opportunities for Employees 

Employees may be entitled to a refund of some of the Income Tax they paid in 2020. This can be achieved by personally making a lump sum to a personal pension plan, PRSA or PRSA AVC, by 31 October 2021 and electing to backdate the tax relief to 2020, subject to the age-related limits.

Download sales aid

Tax saving opportunities for Self-employed 

Those who are self-employed must calculate their tax liability and make a payment by 31 October 2021 in respect of their:
 
1. Final Tax Assessment for 2020;
2. Preliminary Tax  for 2021.

Download sales aid

Tax saving opportunities for Proprietary Directors 

Proprietary Directors (i.e. a director who owns or controls more than 15% of the shares in their company) are obliged to file self-assessment tax returns by 31 October in respect of last year, even if all of their income is taxed under the PAYE system.

Download sales aid