Moving to or retiring in Spain

After such an eventful 2020 many working professionals and future retirees are asking themselves and us about how they can move to Spain and what are the key financial considerations. In this blog I hope to give you the key pieces of information to help you make an informed decision. Most western EU countries have…

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Corporate Co-Director Insurance

Q. What is Corporate Co-Director Insurance? A.  Simply it is an insurance protection policy owned by the company and is affected for an amount that matches the monetary value of each Director’s business share. Why?  The Directors of a private company are often the major shareholders and are charged with making the key business decisions…

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Executive Pensions

  Q. What is an Executive Pension (EP)? A. It is a tax-exempt Revenue approved Pension vehicle that allows business owners and key employees to get the most value from their pension contributions.  It allows a business owner to transfer surplus profits from the company to his/her EP plan with no liability to Benefit-in-Kind Why? …

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Retiring In Portugal 2020

Irish retirees considering a move to Portugal There has been quite a lot of interest from Irish clients looking to retire somewhere tax efficient, close-by and sunny. Many look at Spain or France but once they do their research then Portugal becomes of far more interest. Portugal not only has a lot to offer in…

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Market Turmoil

Why Panic is for those without a Plan Background   Ok, its officially a market correction, with the US ‘S&P 500 index’ down today {close of business GMT} over 25% since its high on 19/02/2020. The main factor causing this slump is the uncertainty from the health risk to the world population caused by a…

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Retirement is the new black!

Who says retirement means you have to slow down? Gone are the days when we had to do 40 years’ hard labour before a few twilight years pottering around the garden. With a good financial plan it’s possible to spend 20, 30 or even 40 years living the life of Reilly. Skiing. Surfing. Climbing mountains.…

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