You might be wondering what auto-enrolment is, how it is different from the State Pension and how it affects you as an employer? Auto-enrolment is a new retirement savings scheme for employees which is being introduced by the government to cover ‘the pension gap’. Its planned to start on 30th September 2025 when employees will […]
Persist when others quit !
This is so true in our current environment ! What’s the “secret” to financial freedom? Persist when others quit. Grit and determination are key to success in many areas, including investing. Low points can be moments of opportunity, and how you react to them really matters—here’s the proof. pic.twitter.com/Dwyzvuru52 — Vanguard (@Vanguard_Group) March 12, 2024
The Financial Broker Panel
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 […]
