Really enjoyed taking part in the Financial Broker Panel earlier today hosted by Zurich Life in the Savoy Hotel, Limerick. It was great to hear Eamonn Twomey‘s insights on the future role of marketing and AI in our profession. Also nice to chat with Declan Maher and […]
A winning formula from a local Limerick Financial Planning Company.
Nice piece in the Limerick Leader this weekend in case you missed it! We are celebrating 50 years in business this year which is a wonderful milestone to reach (not me personally, I’m far too young) along with our Brokers Ireland SME Broker Expert Award in November. Thanks to all our loyal clients, we look […]
Winners of the SME Broker Expert Award 2024🥇
✌ Sunrise Financial Planning wins SME Broker Expert Award 2024! ✌ We were honoured to win the inaugural category which is specifically aimed at smaller businesses like Sunrise Financial Planning. This prestigious award recognizes outstanding SME brokerages (under 5 employees) who have demonstrated expertise, innovation, customer service, resilience and achievement. It was a time to […]
Directors – Act fast before Change in Pension Rules !
There was yet another change in pension rules in Finance Bill 2024. From 01st January 2025, employer contributions to PRSA’s are restricted to 100% of an employee’s gross annual salary. Since January 2023 (another change of rules!) unlimited amounts can be invested in a PRSA (only curtailed by the SFT of €2 […]
Pensions & Tax Deadlines
So this time of year is all about deadlines! We have even come to call this Pension Season 😉. So while it is important to know the dates (don’t worry we will remind you!), it’s also the best time to check in and see how your future is shaping up. Will you have enough? Enough […]
World Financial Planning Day 2024
Today we are celebrating World Financial Planning Day😊 What’s the point of this you may well ask? It is all about raising awareness around the value of financial planning and having a well-structured financial plan in place by working with a competent, ethical financial planner. What we really do is help clients achieve a better […]
Mortgage Relief Scheme
Have you claimed yours yet??? This temporary measure was announced earlier this year and is a once-off opportunity to assist borrowers with increasing interest rates. Taxpayers can claim tax relief at the standard rate of income tax on the increase in interest paid in 2023 over the interest paid in 2022. The outstanding mortgage balance […]
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 […]
Did you work in the UK at some stage?
You may be one of the many Irish people who worked in the UK and returned to work in Ireland. If so you will have gaps in your National Insurance (NI) record which count towards you qualifying for the UK State Pension. These gaps mean that you may not be entitled to the full UK […]
