May 2020

To take a DB transfer or retain a DB benefit?

The importance of financial advice If you are between 40-60 years of age and worked in the private sector, you may be fortunate enough to have a ‘Defined Benefit’ (DB) Pension, i.e. an occupational pension from a previous employer that amounts to a promise (not a guarantee) to pay a future retirement benefit annually (based on years’…

US passport holder who doesn’t know your PFIC from your ARFs?

Over the past 20 years we have seen many US citizens move to Ireland to work for one of the many US multi-nationals. There have also been thousands of returning Irish who bravely moved to the USA in the 1970’s, 80’s and 90’s.  An offshoot of these movements is that there are now children who were born with US passports but now live in Ireland or vice versa.