Considering Retirement Overseas?

Considering Retirement Overseas?

One of the main benefits of EU membership is the ability for Irish people to live, work, and retire to any country within the union. It has become quite common for Irish people to live part of the year – or full time – in another country, often Portugal, Spain, France...
Investment & Pension Planning for Business Owners

Investment & Pension Planning for Business Owners

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...
Moving your UK Pension to Ireland

Moving your UK Pension to Ireland

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...
Financial Planning 2022

Financial Planning 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...