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 […]
The Essential Guide to Estate Planning and Asset Transfer in Ireland… Read More »
By Cleona Kinahan M.Sc CFP® As January draws to a close, it’s time to reflect on your plans for the year ahead. Are your finances where you’d like them to be? While business growth is crucial, finding the right balance between reinvestment and personal financial security is equally important. Understanding how to extract value
Make 2025 Your Year of Financial Clarity… Read More »
By Cleona Kinahan M.Sc CFP® QFA FLIA “Schools teach you how to work for money, but don’t teach how to make it work for you.” — Robert Kiyosaki 1. Spend less than you earn This is a discipline. In order to achieve this goal, you have to know where your money is going each
10 Things about Money You Weren’t Taught at School… Read More »
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
“You don’t marry someone you can live with… You marry someone you can’t live without” – unknown Ok so it’s not the most romantic reason for a proposal, but there are many financial and practical reasons to tie the knot. As well as the joy of sharing your life with the love of your
5 financial reasons to say “I do”… Read More »
GET FINANCIALLY FIT for 2024!!! It’s time to improve your overall financial knowledge Get clear on your options. Taking the time to understand your current financial position will help you identify the challenges that you may face (both now and in the future). The sooner you identify these, the sooner you can remedy them
10 Reasons to Jump Start Your Financial Future… Read More »
For most people, having a family requires some financial adjustments to cover the costs of childcare, education, and essentials. Not to mention all the day-to-day expenses that crop up. However, one expense is for certain … from the time your child is born you know when they’ll start school, when they’ll go to secondary school
How are you Saving for your Child’s Future Read More »
To what degree do you expect the business to form part of your assets? How do you view your business in the context of your overall financial goals? You might find that relying on your business to fund your retirement restricts your options for the future… Building and maintaining a new business
Personal Financial Planning for Business Owners Read More »
The basic goal of estate and gift tax planning is to ensure that as much of your assets and property, whether they are gifted during your lifetime or bequeathed in your Will, are transferred with as little taxation consequences as possible. With careful estate and tax planning, it is possible to minimize or even
Personal Financial Planning is not always a priority for business owners, company directors and those in senior positions. Increasingly busy schedules and demanding responsibilities often mean retirement planning is put on the back burner. You’re losing out on significant tax relief on retirement savings and investment opportunities by not prioritising your retirement. Your pension should
Changes to the Finance Act 2022 that could greatly benefit your Retirement Plan Read More »