Blogs

As we head into a new year, many people in Ireland are setting goals—financial goals often topping the list. Whether you’re trying to save for a home, reduce debt, invest wisely, or plan for retirement, having a financial planning framework tailored for Ireland is...

For many people who have worked in the UK and are now living or planning to retire in Ireland, one key financial question looms: “Can I transfer my UK work or private pension to Ireland?” Please note this does not apply to the UK state pension. The answer is mostly...

If you are unable to work due to illness and meet certain conditions, you may be entitled to Illness Benefit in Ireland. This is a short-term payment provided by the Department of Social Protection (DSP) to help support your income while you recover. In this guide,...

When it comes to safe, government-backed savings solutions, State Savings Ireland is hard to beat. Offered by the National Treasury Management Agency (NTMA) and administered through An Post, these products are 100% guaranteed by the Irish State, free from fees, and,...

If you're investing, selling property, or transferring assets, understanding Capital Gains Tax (CGT) in Ireland is crucial. As of 2025, capital gain tax in Ireland remains one of the highest in the EU, making tax planning more important than ever. Whether you’re...

If you’re wondering about the best savings account in Ireland are you’re not alone. With interest rates are changing and more savings products available, choosing the right savings account in Ireland has never been more important. Whether you’re planning for a...

In recent months in particular, financial markets have seen considerable volatility. Global economic uncertainty, interest rate adjustments, and geopolitical tensions have all contributed to dramatic market swings. For many investors and pension savers, these...

In today’s unpredictable economic climate, more Irish consumers are turning to Financial Brokers for expert guidance — and it’s paying off. The newly published Value of Advice Report 2025 by Brokers Ireland shows just how much professional financial advice can...

Your 20s are an exciting time filled with new experiences! But they’re also the perfect stage to set a solid financial foundation. Making smart financial choices early on can lead to greater security, freedom, and opportunities in the future. It might seem challenging...

The Irish government’s Finance Bill, published on 11 October 2024, introduces key updates to pension rules that are set to take effect in 2025. These changes impact Personal Retirement Savings Accounts (PRSAs), employer contributions, and also bring in auto-enrolment...

Life can take unexpected turns, and when illness or injury comes, it’s essential to have the right financial protection in place. To help you prepare for these challenges, two common types of coverage can provide peace of mind: Income Protection and Critical Illness...

Running a business comes with many challenges, and ensuring financial stability during unexpected times is essential. Executive income protection provides a reliable solution for company directors and key employees if illness or injury prevents them from working....

When it comes to running a business partnership, planning for the unexpected is crucial. If one partner were to pass away, financial challenges could quickly follow, impacting both the business and the deceased partner’s family.  Partnership protection insurance...

Entering your 30s and 40s is an exciting time, often filled with career advancements, growing families, and new responsibilities. Meanwhile, it’s also the perfect moment to focus on growing your money and building a stable financial future.  Many of us may wonder how...

For individuals moving from the UK to Ireland or planning retirement in Ireland, transferring a UK pension using a Qualifying Recognised Overseas Pension Scheme (QROPS) can be a beneficial financial strategy. This guide outlines the key details, benefits, and...

The past few months have been particularly turbulent for investors. Market volatility has surged, leading to sharp declines in stock prices and causing understandable anxiety among investors and pension holders. While these fluctuations may feel alarming, it's...

Market volatility is an inevitable part of investing, but that doesn’t make it any less stressful for clients. As financial advisors, it’s our role to provide perspective, keep clients focused on long-term goals, and help them avoid emotional decision-making. We've...

As we step out of February 2025, navigating personal finances remains a key priority for individuals and families across Ireland. Ireland's economy has shown resilience amid global uncertainties. GDP growth is expected to remain steady, though inflation pressures...

January 2025 has kicked off with major events, including the formation of a new government and Storm Éowyn, which caused significant disruptions. Additionally, there are several financial changes will impact your personal finances.If you haven’t already, now is the...

Are you feeling stressed by the amount of income tax you pay each year and looking for effective ways to reduce it? Paying income tax is a necessity, but understanding how to minimise your tax liability can significantly impact your financial well-being. Many...

Welcome to The Ultimate Guide to Auto Enrolment for Pensions: Everything You Need to Know. Are you unsure about the complexities of pension schemes and how auto enrolment works? Look no further! In this comprehensive guide, we'll walk you through the ins and outs of...

Are you confused about the taxes you pay on investments? What taxes do you pay on investments. Many investors find it challenging to understand the complexities of investment taxes. In this blog, we'll explain different types of investment taxes, including capital...