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How to Turn Profit into Wealth for Company Directors?

the smart director

Setting up a business is far from straightforward.  As well as all the hard work and time it takes to build up and manage a profitable company, there is also a lot of risks for business owners.  Once the business starts turning a profit, company directors should be rewarded and start turning their attention to…

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What is Estate Planning?

An estate consists of all the assets an individual owns at the time of death. These assets will be distributed in accordance with the persons will, trust or intestacy laws. Assets include property, investments, pensions, cash and cash equivalents.   What is Capital Acquisitions Tax (CAT) in Ireland? This is the tax that is applied…

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Can I Access my Pension Early?

Why do I have a pension? There will be a day in everybody’s life where they ‘down tools’ and retire. After this date you will no longer receive an income. The loss of income is substituted for the state pension for those who are eligible. The state currently provides two types of pensions for retirees:…

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How Long Will My Money Last in Retirement?

The number one stress for anybody approaching retirement is the unknown of whether or not their pension fund will last them in retirement. Increased life expectancy is putting extreme pressure on pension funding as this income needs to last for approximately 30 years. Defined Benefit pensions (guaranteed pension income for the rest of your life)…

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Should I Transfer My UK Pension to Ireland?

Ireland and the UK have always had a close relationship, with many Irish people often ending up working in the UK for long periods of time, thus building up ‘pension pots’ which still remain in the UK when they repatriate back to Ireland. Individuals are unaware of their options when it comes to these pensions…

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Should I Transfer my Pension to Malta?

The global nature of business has meant that many people move from country to country to either further their careers or to experience other cultures. This often results in individuals becoming expats (expatriates), i.e. residing in a country that is not their native country. Along this journey, an individual can build up various pension pots.…

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As featured in the Sunday Independent – Is it normal to face €2,300 fee on UK pension transfer?

OpesFidelio Featured in the Sunday Independent answering questions regarding UK transfers. Link to full article in the Sunday Independent https://www.independent.ie/business/small-business/advice-centre/is-it-normal-to-face-2300-fee-on-uk-pension-transfer-38220674.htm Brexit and pension Question: I am a 54-year-old woman, who has 20 years of various pensions from working in the UK. I have been living and working in Ireland for 14 years. The transfer value…

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Have You Claimed all the Tax Relief You are Entitled?

Calculator

During the discovery phase of the financial advice process,  we carry out a fact finding exercise in order to get a better understanding of a client’s current financial situation. This includes looking at income, saving, expenditure and everything in between. We generally find clients who are based in Ireland, either may not be aware or…

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