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Why Income Protection is the gold standard of insurance policies
We protect ourselves while we holiday, we protect our pets and we even protect our smartphones. Yet we sometimes forget to protect what’s most important.
What are the main differences between an ARF and an Annuity?
The key differences between an ARF and an annuity are flexibility and risk. An annuity converts the money in your retirement fund into a guaranteed
Be ready for retirement
Planning for retirement involves carefully balancing all key financial components. Reviewing and considering existing pension funds, state pension entitlement, outstanding debts, and other income and
12 great quotes about money and personal finances
One of the foremost writers in the personal finance space today is Morgan Housel, author of the bestselling book The Psychology of Money and many
What we’ll keep pushing for after Budget 2026
Every year, the Budget brings a mix of progress and frustration for Irish savers, investors and business owners. Budget 2026 was no different, delivering some
3 Questions to ask yourself before retirement
Retirement is one of life’s biggest transitions. After decades of working, saving, and building towards this milestone, many people focus on the financial aspects –
Does the tax deadline still matter for pensions?
For many people in Ireland, the 31st of October looms each year as the critical self-assessment tax deadline. Whether you’re a PAYE worker with additional
Personal Financial Planning for Newbies
We were asked recently by a client about how best to introduce financial planning to their adult children in their 20’s, as they didn’t really
What is the Financial Value of Financial Advice?
It is probably fair to say that we know instinctively that consumers achieve better outcomes when they get financial advice. But maybe it’s also fair
10 ways we help to improve your financial life
We thought it might be useful to step back a little bit and review the value that we bring to our clients, in order to
Good news on Capital Acquisitions Tax (CAT) thresholds
On Tuesday 1st October, the Minister for Finance, Jack Chambers, delivered his first budget speech and the last of the current government. In that speech, he
Big changes to PRSAs and Pensions from January 2025
The Finance Bill, published in October 2024, brings some important changes to how pensions and Personal Retirement Savings Accounts (PRSAs) will work in Ireland. These
Fair Deal Scheme Simplified
The Fair Deal Scheme (also known as the Nursing Home Support Scheme) was introduced in 2009 to provide financial support for people that require long
Phased increase to the Standard Fund Threshold announced
Jack Chambers, Minister for Finance, announced a number of positive pension related changes this week. These changes follow the publication of a review of the
What are the main differences between an ARF and an annuity?
The key differences between an ARF and an annuity are flexibility and risk. An annuity converts the money in your retirement fund into a guaranteed
Wealth Extraction from Your Business through a Pension Plan
A key part of business owners’ strategic planning should be to look at options for extracting profits from their business to maximise their post-retirement income,
5 considerations for employers when setting up a pension plan for employees
Company pension plans don’t have to be complicated but with ever-changing legislation, improved governance, and increased choices for employers sometimes the opposite can appear true.