by John McWey | Jan 20, 2023
The Background Pension legislation is constantly changing – tax relief limits, allowable contributions, retirement ages, eligible investment types, etc. European legislation transposed into Irish law in 2022 brought an abrupt end to the main pension planning route for...
by John McWey | Nov 17, 2022
Business owners focus most of their time on building, managing, and growing their companies. Taking care of their personal financial planning is equally as important, but often ignored. Investment, Pension, Insurance, Tax, and Estate planning are complex matters. A...
by John McWey | Sep 24, 2022
This week’s implosion of Sterling serves as timely reminder for those who previously worked in the UK that it’s worth considering moving old pensions to Ireland. This can be a complex process and needs to be carefully managed. As an adviser who worked in...
by John McWey | Jan 2, 2022
Why is a Financial Plan so Important? We all have financial goals and objectives, but sometimes fail to document what they are. Without a proper financial plan, it’s difficult to know whether you and your family are on track to secure your financial future. For young...
by John McWey | Aug 27, 2021
Small business owners are usually time poor – focusing most of their time and energy on starting, running, and growing their business. Very often they do not have a properly thought-out financial plan for themselves and their dependents. A financial plan is an...
