The great new wealth extraction opportunity for business owners by Michael | 16th Mar 2023 | Pensions, Uncategorized Apart from the volatility in investment markets and everything else going on in the economy and the world in general, 2022 was also a tumultuous... read more
Significant changes to how you can fund your pension. by Michael | 28th Feb 2023 | Pensions, Uncategorized The Finance Act 2022 was enacted on 15 December 2022. Amongst other changes to pensions, the Act confirmed that the Benefit in Kind for an employee... read more
Focus on the big picture by Michael | 18th Jan 2023 | Financial Planning Let’s make it a real resolution in 2023 to focus together on the big picture when it comes to your finances. All too often, it can be very easy to... read more
How much is enough? by Michael | 13th Dec 2022 | Financial Planning A conversation that often arises with clients is around how much is enough. Everyone is different and has unique wants and needs in life, most of... read more
Understanding that market volatility is part of the journey by Michael | 17th Nov 2022 | Investment 2022 has been a year of volatility in investment markets and there is no-one predicting that this will end anytime soon. Inflation and interest... read more
5 Reasons to review your pension by Michael | 19th Oct 2022 | Pensions It’s that time of year again for the self-employed and professionals when tax bills are due for payment. Attention naturally turns to pensions and... read more
Defined Benefit V’s Taking a transfer value by Michael | 24th Sep 2021 | Pensions What is the right thing to do? The number of defined benefit schemes in Ireland is steadily declining each year. More and more schemes are either... read more
The value of your Financial Broker after Covid by Michael | 12th Jul 2021 | Uncategorized We’ve all learned a lot in the last year or so about the importance of health, how adaptable we all are when change is just foisted upon us and how... read more
Do a Spring clean on your old pensions … by Michael | 5th Feb 2021 | Uncategorized Why should you tidy up your pensions when you move Jobs? These days people move jobs more often than their parents ever did. It means that there is... read more
Get Financially Fit While in Lockdown by Michael | 2nd Nov 2020 | News Let’s start with the most important point. Staying healthy and helping to flatten the Covid-19 curve is the reason behind the current lockdown, and... read more
Keep a tight grip on your finances by Michael | 9th Oct 2020 | Uncategorized When we eventually get to enjoy the luxury of looking backwards at the Covid pandemic, we will likely remember many different aspects that we are... read more
A Bear Market is a 20% decline in asset values. by Michael | 2nd Apr 2020 | Investment, Uncategorized ‘The Stock Market is a device for transferring money from the impatient to the patient. ‘ Warren Buffett ‘A Bear Market is a... read more