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
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
Auto Enrolment by Michael | 19th Feb 2020 | Pensions So what will auto-enrolment in Ireland entail? It basically means that all eligible employees will be automatically enrolled in an approved pension... read more
Your pension on leaving employment! by Michael | 2nd Aug 2019 | Pensions, Uncategorized If you are leaving employment and were a member of an occupational pension scheme, you may have a number of decisions to make regarding your pension... read more
Planning your retirement by Michael | 17th Oct 2018 | Pensions, Uncategorized There are lots of factors to consider before you start planning your retirement. It’s an important decision and can make all the... read more
Women and Pensions by Michael | 18th Apr 2018 | Pensions By: Mary Phelan QFA, 18th April 2018 Following on for a recent chat with some girlfriends I realised that so many professional and... read more
STATE PENSION ENTITLEMENT by Michael | 2nd Feb 2018 | Pensions State Pension (Contributory) Eligibility The key requirement is that the client has paid and/or has credited1 PRSI contributions of the required... read more
Turning Company Profits into Personal Wealth. by Michael | 16th Oct 2015 | Pensions Turning Company Profits into Personal Wealth. One of the most attractive, tax efficient ways for company directors to extract profits from... read more
Pension data published by Irish Life is a wake-up call for workers by Michael | 2nd Jul 2014 | Pensions Golden years: many Irish employees still think of pensions as providing a set percentage of their salary in retirement – the classic two-thirds of... read more
Transferring a Pension from the UK to Ireland by Michael | 6th Nov 2013 | Pensions If you’ve worked in the UK at some stage of your career you’ve possibly built up a fund in a UK pension. Now that you’re back... read more