Financial Planning News
This article discusses the pension options available to Irish citizens returning from working in Canada.
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…
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…
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…
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…
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…
Pensions have hit the headlines in recent months as it is quite clear that we are sleepwalking into a pension crisis in the not so distant future. With an aging population a growing reality, the cost of retirement provision to the State is set to increase significantly in the coming…
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.
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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).
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