Financial Planning News
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…
Well done to the OpesFidelio / AISA team. We were the winners of the International Advisor’s Best Practice Awards 2019 for Excellence in Investment Planning and Excellence in Digital Innovation. Great to be part of a team driving forward genuine positive change within the industry. We will continue to ensure…
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…
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…
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…
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…
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…
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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.
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 (Ireland) Ltd. - Company Number 158916 - VAT Number 6556916J
OpesFidelio Ireland Ltd. is an Appointed Representative of Aisa Financial Planning Ltd., which is authorised and regulated by the Financial Conduct Authority and registered as a branch with the Central Bank of Ireland (CBI).
The guidance and/or advice contained in this website is subject to UK & Irish regulatory regime.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk (UK) / www.financialombudsman.ie (Ireland).