As we all know the Irish are obsessed with owning property!. You may be one of the many whom would like to buy a second property. Did you know that you can use your pension fund to buy a property and earn an income. It is a very complex area and not without its risks, […]
Employee Appreciation Day 1st March 2024
Had a lovely lunch at The Clayton Hotel here by the river on Friday 1st March in recognition of our hardworking team on Employee Appreciation Day. This year we have lots to celebrate! Not only do we have wonderful employees who are dedicated to bringing our clients a top-class service but this year is even […]
Podcast 6 – Long-term Planning and Retirement
We are back to our Financial Expert Podcast Series – the first of 2024. Today we are covering another of the very big personal finance areas and that is long-term planning and preparing financially for retirement. An area that is very relevant for everyone and which we should all start thinking about right now. In […]
Are you a Company Director/Business Owner? A change in pension legislation may be of interest.
Is your company making a profit? Do you want to save for your own retirement? Do you want to withdraw wealth from your company in a tax-efficient way? If the answer is YES to these questions then a change in pension legislation in 2023 will be of interest to you! Last year changes […]
Changes to the contributory State Pension – January 2024
Happy New Year to all our followers. A quick update on some positive changes that have been made to the contributory State Pension – effective from 1st January 2024. The changes are welcomed giving people more flexibility and choice when planning around their retirement. Anyone who reaches age 66 this year can now delay the […]
Dealing with Claims
As part of my job, I am there for clients when they are experiencing a life changing event. Sometimes it is the death of a loved one, or they may have been diagnosed with a Serious Illness. I help deal with the life companies on their behalf, and advocate for them to ensure the claim […]
Is your Business ready for Auto-Enrolment?
The new Auto Enrolment Pension scheme is aimed at low to middle earners helping them to save for a financially secure retirement. The State is due to roll this out in the later half of 2024. Although the administration of the state contributions is under active consideration it may be later than then 2024 before […]
Podcast 5 – Investments & Pensions
Welcome to our fifth podcast in our Financial Expert series. Here we focus on the big personal finance issues – investing and pensions !! We look at all the questions you have about your money and finances – household finances, managing saving and investing, and the topical issue of planning your retirement. #financialfreedom #pensions #savings
Podcast 4 – Managing your Savings
Welcome to our fourth Podcast in our Financial Expert series. In this podcast the focus is on savings and how to make the most out of your hard earned money! We will cover interest rates and the need for a financial buffer to cover those unexpected financial events. Having a savings strategy is important as […]
Podcast 3 – Household Finances & Money Management
Welcome to our third Podcast in our series. This podcast which is all about managing your Household Finances and deals with the basics of money management. It will cover areas such as – Understanding and Signing Contracts – Financial Records – Monitoring income and expenses – Drawing Up a budget – the Basics of managing […]
