In This Issue
* Welcome to Lyons Insights
* Are You Claiming Medical Expenses on Tax?
* Financial planning in your 50's
* Claims sit at the heart of what we do
Contact
Lyons Financial Services,
Office 1,
Dunboyne Business Park,
Dunboyne,
Co. Meath.

t: 01 8015808
e: query@lfs.ie








 
Welcome to Lyons Insights

Welcome to this latest edition of Lyons Insights. In our first piece this month we're helping you get prepared for the upcoming personal tax deadline at the end of October - claiming your medical expenses is one sure fire way to reduce your tax bill. This is followed by the next in our series of articles looking at the specific financial challenges for different age groups, in which we turn our attention to people in their 50s. Finally we take our annual look at the trends in relation to protection claims - we've reviewed Irish Life's claims in 2021, with our specific interest being the impact of Covid on their claim rates. 

 

We hope there is something of interest to you.

 

Roisin & the team at Lyons Financial Services

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Expert Articles
 
Are You Claiming Medical Expenses on Tax?
by John Haigney APA PMI

Visits to your GP, medicines bought in pharmacies, hospital visits and consultant fees all add up. But did you know that in Ireland, every taxpayer can claim a refund of 20% on medical expenses that are not covered by either the State or by private health insurance?

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Financial planning in your 50's

This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time we’re looking at people who are in their 50’s. This is a really important stage in your financial life as it is often the time in life of maximum income and the greatest opportunity to really build your wealth.

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Claims sit at the heart of what we do

We await with interest each year the claims statistics from the leading protection providers in the Irish market. Irish Life annually issue very insightful and detailed information about their claims (as do other providers), and we’ve taken the opportunity to dig a little into the claims data from their Retail division for 2021. 

 

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