Self-employed? The 18th November deadline is fast approaching! If you’re considering making a pension contribution and claiming tax relief against your 2025 income, don’t leave it until the last minute. The extended ROS deadline is 18th November 2026. To claim tax relief against your 2025 income, you need to: Make your pension contribution before the […]
World Financial Planning Day – 7th October 2026
🌍 Today is World Financial Planning Day. With Budget 2027 announced yesterday, there will be plenty of discussion about tax changes, pensions and what it all means for our finances. While Budgets can bring opportunities and challenges, they are only one piece of the puzzle. The real value comes from stepping back and looking at […]
Congratulations Limerick
Huge congratulations to the Limerick hurlers on their Munster Final victory yesterday! Defeating Cork by just a single point in a game that had absolutely everyone on the edge of our seats. What a thrilling, hard-fought performance to bring the Mick Mackey Cup back to Limerick. Hard luck to Cork. Final Score: Limerick 1-21 V […]
Cashflow Planning – Your Future Starts Here!
Budgeting tells you where you money is going. Cashflow Planning tells you where your life is going. There is a big difference! A good Cashflow Plan brings together your income, your assets, your spending and your goals – and shows you whether the life you want is actually within reach. Its not about restriction. Its […]
How to save Inheritance Tax using the Small Gift Exemption
I wanted to share a straightforward opportunity that many families are using to pass on wealth completely free of tax — the Small Gift Exemption. Under Irish tax law, any individual can receive up to €3,000 per year from any single person, free of Capital Acquisitions Tax (CAT). A grandparent, for example, can gift €3,000 […]
Do any of these questions keep you awake at night?
These are the questions we get asked most. Do any of them sound familiar? Real questions. Real answers. No guesswork. #financialfreedom #retirementplanning #MoneyMatters #financialwellbeing #limerick
What does ‘Enough’ mean to you?
Everyone’s idea of “enough” is different. Before we ever look at numbers with a client, we start with a much more important question, and that is what does “enough” actually mean to you? Its not what your parents had. Its not what your friends seem to have. It is what YOU need to feel […]
Seasons Greetings from all of us
Thank you for would all of your support in 2025. Wishing you and your family a happy and peaceful Christmas xx #Christmasgreetings2025
Year-End Resolutions for Business Owners
As we say Farewell to 2025, here are my top year end resolutions for Business Owners! Some may be actioned before year-end:) 1. Make sure you have a Will in place. 2. Utilise the annual Small Gift Exemption of €3,000. 3. Many companies have 31st December year ends – pay company contribution before year end. 4. […]
Company Directors – You still have time to make your money work harder before your December year end !!
As a Company Director, you still have time to make your money work harder before your December year end. Paying a lump sum into your pension is one of the most tax-efficient ways to grow your personal wealth, protect your profits and […]
