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. […]
12 Dips of December in aid of Breast Cancer !!
Did you know that one in seven women in Ireland are affected by breast cancer, and there are currently 3,600 new female cases diagnosed annually?? Always up for a challenge, this year our colleague Fiona and her Chillswim friends are taking on the 12 Dips of December to raise funds for vital breast cancer research. […]
My Future Fund Portal is now live!
https://myfuturefund.ie/ Over the last few weeks we have seen increased awareness around pensions with an increase in SMEs looking to start a pension for their employees. Many employers recognise the benefit of supporting their employees in saving for their retirement. Next Steps – Employers: Don’t delay – […]
UK State Pension Rules Tightening Up for Non-Residents
Are you one of the many Irish non-residents paying into the UK state pension? If so the most recent UK Budget announcement around the state pension will affect you as the government set about tightening up rules for non-residents! The changes for non-residents take effect from April next year primarily affecting voluntary National Insurance contributions. […]
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 […]
Have you paid your Local Property Tax??
Homeowners have until this Friday – 7th November – to file their return for their Local Property Tax 2026. Todate over 550,000 homeowners have completed their returns – leaving over 1 million property owners who still need to complete their returns this week!! Don’t get caught in the last minute rush and take a few […]
The Cost of Free Education
We all know that the cost of sending children to school and third-level education continues to be a significant financial cost. Recent research, conducted by iReach on behalf of Zurich in Ireland, forms part of a long-running series examining the cost of education. This year’s findings show that third-level education continues to place a heavy […]
Auto-Enrolment – What Employers Need to Know.
1.Know Your Obligations Understand who must be enrolled, contribution rates, and deadlines to ensure compliance. Refer to the government website for more information on Auto-enrolment. There are also plenty of free webinars on offer from pension and HR providers. 2. Decide on your Planned Approach Employers need to decide if they wish to […]
Can you imagine your future you ?
Today is World Financial Planning Day. As a CERTIFIED FINANCIAL PLANNER ™ I help my clients live their today and plan tomorrow. Imagining your future you is not always easy and many of us simply don’t want to! That’s exactly why having someone you trust to guide you makes such a big difference. Most of […]
Ensure you are ready to meet your own coolest life opportunities!
Delighted that our own Shane Lowry helped secure the big win for the Ryder Cup for Team Europe last weekend. Whilst doing so he turned to his caddie and said, “I have the chance to do the coolest thing in my life here!” It was a reminder to us all that life’s greatest moments come […]
