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 […]
Never one to let a good opportunity go to waste !
Never one to let a good opportunity go to waste – Fiona used her time in Lockdown to get the head down and study Well done to her for obtaining the SIA designation (Specialist Investment Adviser) through Institute of Bankers (IOB) today, and getting the most for her clients in investment, asset and wealth management […]
Business All Stars
Delighted to receive our framed Certificate of Accreditation and medals from AIBF – Business All Stars. It has certainly brightened up our week. Looking forward to the virtual award ceremony next Thursday 25th June! #businessallstars
#DIL 2020 Sunrise Appeal
Early morning views of the Sunrise from both Clare and Limerick – in aid of Pieta House and their Urgent Sunrise Appeal #DIL 2020.
Worried about managing the costs and maintaining your Protection Benefits??
[av_textblock size=” font_color=” color=”] Are you worried about managing your costs and maintaining your Life Cover, Mortgage Protection, Specified Serious Illness cover or Pension?? We are aware that since the start of the Covid crisis many people are suffering financially and are reviewing their finances. Fortunately, it is possible to retain your cover whilst cutting […]
