This year has brought a lot of legislative changes particularly around pensions, with more to come in 2025. There has been a lot of changes and as we approach the end of the year we thought we would do a quick summary of these: PRSAs (Personal Retirement Savings Plans) These gave opportunities to Company Directors […]
The Three C’s of Investing !
Equities posted significant gains during November especially in the US which responded positively to Trump’s election. This was fuelled by optimism around potential economic policies like tax cuts and deregulation. The S&P 500 is up nearly 6% for the month of November – its strongest monthly performance so far this year. The ‘Magnificent Seven’ a […]
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 […]
Exciting News – The Prestigious 2024 Brokers Ireland Expert Awards !
We are super excited !! Just got the news that we have been nominated for the Prestigious 2024 Brokers Ireland Expert Awards in the SME category. Winners will be announced on 7th November so watch this space. We are delighted to be in the running for this award and we are incredibly proud of what […]
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 Protection – All you need to know !
You will need Mortgage Protection if you are buying a home and taking out a mortgage. Like many people your mortgage will be your biggest financial liability. Your lender will stipulate that you have at least a basic Mortgage Protection plan in place before you draw down your loan. Mortgage Protection is a very affordable […]
2024 Paris Olympics comes to a end
And that’s a wrap with a spectacular closing ceremony at the 2024 Paris Olympics last night. We are so proud of Ireland’s 133 athletes who participated in the 2024 Olympics providing us with lots of entertainment over the last few weeks. What an achievement bringing home seven medals – four gold and three bronze. […]
Pieta House Jog 120 in July
We are proud to support this young man in his fundraising efforts for Pieta House. Darragh Custy has committed to jogging 4 km daily throughout the month of July thats 120 kms in total! Pieta are over 85% funded by the public, which means they rely on your generosity to help sustain their nationwide services! […]
