Bulls, Bears, and Ballots: When Looking at Politics and Markets, Think Long Term

By |2024-10-30T14:20:20+00:00October 30th, 2024|News|

With people voting in at least 76 countries in 2024, it looks to be the biggest election year in history, affecting 4.4 billion people, or 60% of the global population.1 Attention will especially be focused on the US, where the vote for president is expected to again be close. The anticipation building up to elections often

Pensions and the benefits of a financial broker

By |2024-10-29T12:26:13+00:00October 29th, 2024|Pensions, Retirement Planning|

The value of your Financial Broker1 How can a financial broker help with your pension? Pension advice can help you get the most out of your retirement income, helping you on your way to a secure financial future.  A financial broker can help you: Understand the kind of pension you need: Pension plans can be complicated,

Pension check-in: Why regular reviews are a game-changer for your future

By |2024-10-18T09:05:30+00:00October 18th, 2024|Financial Planning, Pensions, Retirement Planning|

Having a pension is a great starting point when preparing for later life, but almost half of us opt not to review our pensions once they’re set up. It's important to consider how much you will need to continue living comfortably in the future and ensure you are saving enough to sustain that lifestyle when

Finance Bill 2024

By |2024-10-11T08:22:16+00:00October 11th, 2024|Budget, News|

The Finance Bill 2024 published today and it includes a number of proposed pension changes: Proposed Pension Changes:  PRSAs A new “employer limit” will apply to employer contributions to an employee’s PRSA. The employer limit has been defined as 100% of an employee’s total income. Employers will only be entitled to claim tax relief on

BUDGET 2025 – ECONOMIC & FISCAL ASPECTS

By |2024-10-04T09:28:41+00:00October 4th, 2024|Budget, Financial Planning, News|

The financial position for Government in framing the budget was exceptionally strong. A surplus of €25 billion is projected for 2024. At its disposal the Government had €14.1 billion from the Apple Tax ruling; €3.1 billion from the sale of AIB shares; and a €1.5 billion surplus in the National Training Fund. In framing Budget

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