Financial Planning News

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What to do if approaching the standard fund threshold?

November 25, 2020

The Standard Funding Threshold was previously only an issue for a select few who held extremely large pension pots. The Standard Fund Threshold has reduced over the years and now stands at €2 million. To be in breach of this value isn’t out of reach as many people might think.…

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Should I Transfer my Pension to Malta?

November 24, 2020

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…

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Can my Employer Force me to Retire?

October 22, 2020

There is much confusion over when an employee must retire. An employee can continue to work regardless of the normal retirement age of their pension scheme.

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How Does the Fair Deal Scheme Work?

October 16, 2020

The fair deal scheme is a government financial support scheme where every person will make a contribution to the cost of their long-term case, based on their means with the state paying the balance.

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Tax Implications of Financial Gifts to your Children

October 15, 2020

It is well documented that the housing crisis has caused inflated house prices. This coupled with soaring rental rates mean that it is a struggle for a lot of young people to raise the funds for a deposit for their first home. With this in mind, many clients want their…

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Why Financial Planning Cashflow Modelling is Imperative

October 15, 2020

What is Cash Flow Modelling? It is the process of assessing your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future. Cash flow modelling allows you to reflect on your current financial…

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Early Retirement in Ireland – When Can I Unlock My Pension Early?

October 15, 2020

    In this article, we talk about early retirement, which occurs when individuals access their pension benefits before they have reached their normal retirement age (generally age 65), along with the different types of pensions, pre and post-retirement, and the merits of each.   When can I access my…

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How will Brexit affect my UK pensions, savings, and investments?

October 2, 2020

What will happen to my savings and investment accounts? Some British nationals living in Europe have started to receive notifications from their UK investment providers that their accounts will be closed by the end of 2020. UK financial institutions as well as UK-based advisory firms may not legally be able…

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What Happens to My Pension When I am Made Redundant?

June 23, 2020

Irish emigrants moving back from Australia on a permanent basis, cannot transfer these holdings into an Irish pension like some other overseas pension arrangements.

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What Happens to my Australian Pension When I Return to Ireland?

April 14, 2020

Irish emigrants moving back from Australia on a permanent basis, cannot transfer these holdings into an Irish pension like some other overseas pension arrangements.

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CONTACT INFO

OpesFidelio Ireland Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland

Tel: +353 (0)1 272 4130
Email: adminireland@opesfidelio.ie

We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.

 

Directions:

Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.

OPESFIDELIO FINANCIAL PLANNING LTD

OpesFidelio Financial Planning Ltd is regulated by the Central Bank of Ireland.

OpesFidelio Financial Planning Ltd (Company No 456044) is a wholly owned subsidiary of OpesFidelio Ireland Ltd (Company No 158916).

OpesFidelio is a trademark used under licence.