Here’s a comprehensive guide on how you can leverage these plans to save on gift and inheritance tax.

If your company has surplus cash, have you considered how effectively it’s working for you?

If your company has surplus cash, have you considered how effectively it’s working for you?

Navigating retirement planning in Ireland involves understanding both private and state pensions. Here’s a breakdown of key questions to consider:

Navigating retirement planning in Ireland involves understanding both private and state pensions. Here’s a breakdown of key questions to consider:

This comparative analysis underscores the need for employers to carefully consider the integration of AE with their current pension provisions

Mortgage protection is designed to clear your mortgage in the event of your death. Life insurance, on the other hand, is a broader concept that typically means a lump sum payment to your family in the event of your death.

Opting to leave your pension untouched might seem convenient, but it’s often not advisable. This is primarily because pension schemes are not compelled to maintain communication with you or provide annual updates on your pension’s management or investments. Consequently, you lose insight and control over investment decisions.

Starting early is the best thing you
can do for your pension. Over 40 years, someone who starts saving at age 25 will see them have over €123,000 more
in their pension fund than someone who starts at age 35.

Without a Will, the default Intestacy Laws come into effect, potentially contradicting the true wishes or intentions of the deceased.

Income Protection plays a pivotal role in maintaining financial stability during unforeseen health setbacks.

Whether it’s saving for a new home, planning a dream wedding, preparing for college fees, or building a safety net against unforeseen events, having a robust savings plan is crucial.

While we can’t assist with getting healthier or fitter, we can definitely guide you in saving money and enhancing your financial resilience in 2024

Individuals aged between 23 and 60 and earning over €20,000 annually will be automatically enrolled into the pension scheme on starting a new job,

If you’re in a position to enhance your pension contributions, doing so before the tax deadline can provide tax relief against your 2022 income

Explore the impact of Budget 2024 and how it may affect your financial planning.

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