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 […]

Critical illness protection: how does it play out in reality?

Specified Serious Illness Cover is best considered as a life policy whilst you remain alive!….it is a living benefit. Thankfully, with medical advancements we are all living longer, however we are getting sicker along the way, previously these may have went untreated until too late. Illness Cover is designed to give you a tax free […]

Tackling Outstanding Debts: the one simple trick

Wanting to tackle some outstanding debt quicker?💳 We see too many people trying to clear everything at once. This approach can often be demotivating, and leave you feeling snowed under. Instead.. think snow balls! ☃ Start small.. Build momentum as you go.. Clearing one piece at a time. You WILL get there. We speak more […]

Directors Retirement: PRSAs v Executive Pensions

https://www.youtube.com/watch?v=fG2jnDZ-44s Prior to the recent changes made by the Government starting with the passing of the Finance Act 2022, the main structure considered by Company Directors to fund for their Retirement was an “Executive Pension Policy (EPP)” this was due to the level of contributions that could be made by their company on their behalf […]