financial security

Irish professionals discussing financial planning beyond money strategies in modern office

Why Smart Professionals Make Poor Financial Decisions

By Mary Burke BA (HONS), QFA RPA   You’re sitting at your kitchen table on a Sunday evening, laptop open, staring at your pension dashboard. The numbers look good on paper, but there’s something still nagging at you… The spreadsheets show progress. The pension’s growing. The investments are performing. But you still catch yourself wondering: […]

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Happy couple enjoying retirement planning Ireland strategies

Why Retirement Planning Ireland is More Than Just Numbers

By Cleona Kinahan M.Sc CFP®   You’re sitting at your desk, laptop open, staring at yet another retirement calculator. The numbers look good on paper, but something feels off. Despite your success, despite the growing investment portfolio and the healthy pension contributions, there’s this nagging voice asking: “Am I actually ready for this?” In this

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A guide to inheritance tax and wealth protection for Irish families. Estate Planning and Asset Transfer Ireland

The Essential Guide to Estate Planning and Asset Transfer in Ireland…

By Mary Burke BA (HONS), QFA RPA   Passing on your wealth to loved ones should bring peace of mind, not confusion or unnecessary tax burdens. Effective estate planning secures your family’s future while reducing unnecessary complications. The key for you is to protect what matters most and ensure that your hard-earned assets are transferred

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Maximizing Returns: The Benefits of Corporate Savings for Business Owners & the 25% Tax Option

In the dynamic landscape of business ownership, planning for the future is essential. One often-overlooked aspect of financial planning for business owners is corporate savings.   Corporate savings represent a valuable tool for business owners seeking to enhance financial resilience, optimize tax efficiency, and secure long-term prosperity. Only withdrawals, surrenders, maturities, assignments, events every eight

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