Market Commentary – October 2022
Market Commentary – October 2022 Australian Expats & Residency Status Usually when an Australian moves to Ireland you would automatically assume that they are Irish resident and no longer Australian resident, however like our American friends, sometimes it’s just not that simple. The following piece will give you an insight to some of the things […]
Defined Benefit Pension Ireland Webinar 2022
Defined Benefit Pension Ireland Webinar 2022 Do you have a Defined Benefit entitlement from an old employment and want to understand all your options? What is a Defined Benefit Pension? A defined benefit pension scheme is one where the amount you’re paid is based on how many years you’ve been a member of the employer’s […]
Irish Pension funds 10 Year performance
Regularly reviewing your pension can save you hundreds of thousands of Euros. Let us show you how – or contact us today for a complimentary pension review. Irish Pension funds 10 Year performance Are you missing out on up to €300,000? The difference between the best performing Irish Pension funds and the worst performing Irish […]
How do you Plan for Retirement?
How do you Plan for Retirement? How do you Plan for Retirement? How do you Plan for Retirement? How do you Plan for Retirement? Planning For Retirement After decades of working and saving, you can finally see retirement on the horizon. However, there are a number of things that you must know or do before […]
Choose Executive Pension
What is an Executive Pension ? This is a Revenue approved tax-exempt Pensions savings scheme suitable for a business owner/ Director and key employees of a limited company who wants to build a retirement fund from surplus company profits and reserves. Choose Executive Pension For Whom is Executive Pension Suitable ? Owner Director Key Employee […]
Retiring in Greece
Retiring in Greece Retiring in Greece In recent years Greece has become a popular retirement destination for many Irish and Northern Europeans. Greece has a very attractive climate, with hot summers and mild winters, together with delicious food, a thriving local culture, and an abundance of historic architecture. Residence Permit If you plan to retire […]
Financial Advice For Couples
Financial Advice For Couples Why €400k is an Optimal Private Pension Fund for a Married Couple in Ireland A question I am often asked about financial advice for couples is what sum we should target in our pension funds at our expected retirement at 65 years age. When I reply that an optimal joint Pension […]
Estate Financial Planning
Estate Financial Planning Estate Financial Planning also known as Inheritance Tax Planning is the act of preparing for the transfer of a person’s wealth and assets after their death. All assets, not limited to but including, life insurance, pensions, property, cars, personal belongings, and debts are all part of one’s estate. As much as we […]
How to manage sudden wealth?
Believe it or not there is such a thing as Sudden Wealth Syndrome (SWS) and if you’re reading this, you may be wondering how to manage sudden wealth. I can imagine that many would want to catch this syndrome – it is definitely one of the better ones to get, in the grand scheme of […]
Are pension transfer values going up?
If you are 50 years of age or over and hold a Defined Benefit (DB) Pension, chances are you are paying more and more attention to your annual Pension statement. You may be wondering, are pension transfer values going up? The Transfer Values (TV) of many DB Pension schemes have increased materially in recent years, […]