Free Personal Finance Report

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...