Should I Sell My Investment Property?

To hold on to investment properties? As part of the fact finding review with our clients I often find out they have an investment property and they will ask for our opinion as to whether they should hold on to investment properties they’ve owned for a number of years or sell them to reduce debt […]
I’ve heard pension fees and charges erode the value. Why should I bother?”

Let’s Take A Look A pension is the best Wealth Management Tool for anyone in Ireland trying to build up their long-term wealth. There are many reasons why no other approach can match a pension when it comes to providing an income for when you’ve retired. Firstly, tax relief at your top rate of income […]
Capital Gains Tax (CGT) reliefs for the sale of a business or farm on retirement

CGT Relief For many business owners, their business is not just a job – it’s a lifelong passion. So when it comes time to retire, the thought of selling the business can be daunting. But did you know that there are certain tax reliefs available if you sell your business on retirement? Here’s what you […]
Executive Pensions Are Back

What is an executive pension? An Executive Pension is a pension plan that is set up by a limited company/employer. It is designed to help Company Directors and Executives save for retirement and grow their wealth substantially. It allows you to transfer profits from the company’s bank account into the pension thereby turning company profits […]
Transferring your pension when you move job

Employment pension schemes When switching careers, most people take the time to consider several factors. However, one area people fail to be very careful about is what happens to their pension. Employment pension schemes are usually managed by trustees, who are also pensions’ legal beneficiaries. When you leave your employment without tidying up your pension […]
All You Need To Know About Pension Tax upon Retirement in Ireland

Liable for income tax? You must have heard that it is necessary to start saving for retirement as soon as possible. But the truth is that it is not just as simple as that. Saving for retirement involves several considerations that can be confusing. For instance, it can be tricky to decide exactly how much […]
How to Make the Most of
Long-Term Investments

What To Do Investments seem to be the buzzword these days. The economic downturn occasioned by the COVID-19 pandemic has made investing imperative. No doubt, this is a good development. However, if you enter the investment scene, your options eventually come to long-term investments vs. short-term investments. Long-term investments offer the best returns. However, it […]