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Pension Adjustment Orders (PAOs) in Ireland

7th October 2024

Pension Adjustment Orders are things that none of us probably anticipate we need to know about, until we do. This...

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Pension Adjustment Orders in Ireland
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Pension Adjustment Orders in Ireland
7th October 2024

Pension Adjustment Orders (PAOs) in Ireland

Pension Adjustment Orders are things that none of us probably anticipate we need to know about, until we do. This...

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Lump Sum Investing vs Dollar Cost Averaging €1m in Ireland
30th September 2024

Lump Sum Investing vs Dollar Cost Averaging €1m in Ireland

Lump Sum Investing vs Dollar Cost Averaging: An Analysis for a €1 Million Investment in Passive Global Equity Funds I’m...

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Pension Income Guardrails Ireland
16th September 2024

Guardrails for Irish Retirees blog259

One of the big questions I hear from clients heading into their ‘next chapter’ (blissful retirement!) is: how much can...

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Pension Changes Budget 2025 Ireland
9th September 2024

Budget 2025 – Don’t Look Back In Anger!? blog258

This week I share a short piece with you to help prepare for relevant (potential) changes in the upcoming Budget....

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Investing in Bond Funds in Ireland
2nd September 2024

The Good, The Bad, & The Bonds. Blog257

What’s Happening with Bonds? And Why You Should Care Over the past two years, we’ve seen dramatic shifts in the...

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Federal Estate Tax Ireland
26th August 2024

Federal Estate Tax in Ireland; A Lurking Menace?? Blog256

Potential Federal Estate Tax (FET) on US-based assets is critical for for us all to be aware of, and is...

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19th August 2024

R.O.N.A.N – Lessons I’ve Learned…About Life & Retirement. 255

This piece was a difficult one to write, and I’m still not sure if it’s appropriate or not for this...

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Section 73 Policies Ireland. Bear With Me!
12th August 2024

Section 73 Investment Plans – Bear With Me. Blog254

For those looking to pass on wealth while trying to simultaneously reduce tax on the proceeds, Section 73 investment plans...

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11th June 2024

The impact of inflation on €500k since 2021 (& a few other Nuggets!)…Blog253

Hi, This Blog edition coincides with episode 300 over on the Informed Decisions Personal Finance Podcast, and so doing something...

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27th May 2024

Section 72 Inheritance Tax Policies: A Balanced View. Blog 252

In my experience, it is usually only once someone has fully entered their ‘Next Chapter’ (retirement!) do they start to...

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20th May 2024

Inflation and the Impact on Your Retirement Investment blog251

Today, we’re tackling a topic that’s been heavily addressed already, inflation – but in the context of how inflation impacts...

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13th May 2024

Should I Invest in Bonds? A Down-to-Earth Guide for Long-Term Investors. Blog250

Should I Invest in Bonds? If you’ve got a slice of your pension or investment pie in bonds—be it individual...

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