Pensions for Business Owners Series: Unlocking the Power of PRSAs
Pensions for Business Owners Series Unlocking the Power of PRSAs Following our exploration of Executive Pension Plans in the first article of this series, we now turn our attention to another highly effective retirement planning tool for business owners in Ireland: the Personal Retirement Savings Account (PRSA). Recent legislative changes have transformed the PRSA landscape, […]
The Complete Guide to Early Retirement in Ireland and Abroad
The Complete Guide to Early Retirement in Ireland and Abroad This guide will set you in the right direction for preparing for the longest holiday of your life. For many successful Irish executives, business owners, and internationally mobile professionals, the traditional notion of working until 65 feels increasingly outdated. You may be at the peak […]
Pensions for Business Owners Series
Pensions for Business Owners Series The Tax Advantages of Executive Pension Plans For business owners in Ireland, managing profits efficiently is just as important as generating them. One of the most powerful, and often underutilized, tools available is the Executive Pension Plan. What Is an Executive Pension Plan? An Executive Pension Plan is a […]
Retiring to the Sun: A Financial Guide for Irish Professionals Moving to Southern Europe
The dream of retiring to a sun-drenched villa in Italy, a coastal apartment in Spain or a tranquil Greek island is a powerful one for many Irish professionals. After decades of hard work, the allure of a relaxed lifestyle, new cultural experiences, and better weather is undeniable. However, turning this dream into a secure […]
Five Wealth Management Moves to Make Before the End of January
Five Wealth Management Moves to Make Before the End of January How to set the tone for a smarter, calmer financial year ahead January has a habit of feeling deceptively quiet. The noise of Christmas has faded, inboxes are lighter, and the year still feels full of possibility. For clients with […]
Year-End Financial Checklist: 5 Tasks to Complete Before 2026
Year-End Financial Checklist: 5 Tasks to Complete Before 2026 The final weeks of the year tend to disappear in a blur of celebrations, deadlines, and good intentions postponed until January. But when it comes to your financial life, the end of the year is loaded with opportunities—many of which expire the moment the calendar […]
Smart Holiday Financial Planning: A Spending Reality Check Your Future Self Will Thank You For
Holiday Spending Reality Check: Your Future Self Will Thank You The holidays have a way of loosening purse strings. Between gifts, travel, food, and the “Ah go on, it’s Christmas” impulse buys, even the most disciplined saver can find their financial plans wobbling like a dodgy Christmas pudding. But here’s the truth: your […]
Market Commentary and Insights – October 2025
In February 2024, stock markets mostly rose, with the S&P 500 and Nikkei index up, but the FTSE 100 fell due to the UK’s recession. UK inflation is expected to fall, with interest rates possibly dropping by 2026. Foreign ownership of UK companies hit 60%, raising concerns over acquisitions. Nvidia’s market value soared by $700 billion, emphasizing AI’s allure. Smaller tech firms may outperform larger ones in 2024
The Craic is Mighty, But So Are The Forms: A Guide to Returning to Ireland Without the Financial Headaches
Having more than one income sounds like a win, and it usually is. But when it comes to retirement planning, things can get…
DB Transfer Case (Jan 2020)
Having more than one income sounds like a win, and it usually is. But when it comes to retirement planning, things can get…