Catching Up on Your Pension: How AVCs Close the Gap Before You Stop Working

Half of working people in Ireland wish they had started planning for retirement sooner. If that describes you, the more useful question is not why you left it late, it is what you can do about it now. For anyone in their forties or fifties who quietly suspects they are behind, the answer is usually […]

Your Pension Statement Shows a Number. It Does Not Show Your Income.

Every month your pension contributions slip out of your account without much thought, and once a year a statement arrives with a figure beside your name. That figure tells you what your fund is worth today. What it does not tell you is the thing you most want to know: how much money will actually […]

Is It Better to Pay Off Your Irish Mortgage or Invest Your Surplus?

If you find yourself with some extra money each month, one of the most common financial questions you will face is whether to put it towards overpaying your mortgage or directing it into an investment or pension. It is a genuinely good problem to have, and the answer is not as straightforward as it might […]

Your Family Shouldn’t Have to Search for Your Financial Details

Most people have some form of financial arrangement in place. A life insurance policy, a pension, a mortgage protection plan, maybe an income protection policy taken out years ago. But here is a question worth asking: if something happened to you tomorrow, would your family know where to find any of it? https://www.youtube.com/watch?v=rILZZYJrbBA This is […]

Think Insurance Doesn’t Pay Out? The Latest Claims Statistics Tell a Different Story

There is a common misconception that insurance companies don’t pay out on claims, particularly when it comes to life insurance. This myth can put people off seeking the protection they need for themselves and their families. The claims statistics tell a very different story. https://www.youtube.com/watch?v=D5PeMFWjkw8 Life Insurance Companies and Their Commitment to Paying Claims Life […]

Meeting Your Financial Planner for the First Time: What to Expect

Many financial planning firms follow a common framework, which includes a comprehensive six-step process. The first stage often begins with a ‘discovery’ meeting.

Five Practical Ways to Reduce Financial Stress During Uncertain Times

Financial stress is becoming an increasingly common challenge, worsened by economic uncertainty and disruptions to employment, income, and essential costs. For many, this strain impacts both their financial stability and overall well-being. However, by taking proactive steps, you can manage financial pressures more effectively.

Pension & Tax Deadline 2024: Everything You Need to Know

This guide covers everything you need to know about meeting the 2024 tax deadline, filing tax returns, and making contributions to your pension.

Reclaiming Pension Tax from Revenue.ie

Did you know you can reclaim tax on your pension? Don’t let Revenue.ie daunt you! Do it in 5 minutes with this video guide. A pension is one of the most tax-efficient ways to save for your retirement. But what happens when you want to reclaim some of that tax back? The good news is […]

Property Purchase via Pension: a Q&A with Liberty Blue Estate Agents

Experienced financial advisor Bernard Butler guides us through the benefits of investing in property via your pension and how to go about it. Find out if your type of pension qualifies? What kinds of property can be purchased through your pension? What the tax obligations and efficiencies are? and what steps need to be taken […]