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By Cleona Kinahan M.Sc CFP®   As financial advisors working with Irish business owners for over four decades, we’ve observed a common pattern: successful entrepreneurs often prioritise business reinvestment at the expense of personal wealth creation. While business growth is crucial, finding the right balance between reinvestment and personal financial security is equally important. Understanding […]

Tax isn’t a very exciting topic for most people but it does become exciting when you consider how you might reduce your tax bill and put money back into your own pocket simply by making a few small adjustments. This year the income tax return deadline for 2020 is the 31st of October 2024. If

Irish companies which are “close” companies are liable to pay a 20% surcharge each year on any investment income (or deposit income) which is not distributed. A “close” company is a business controlled by 5 or fewer participators – i.e. a person who has an interest in the income or capital of a company. Does this sound

The holiday season is here, a time filled with joy, celebrations, and the spirit of giving. However, amidst the glitter and garlands, it’s crucial to navigate the festive tide without capsizing your finances. Here’s a few smart strategies to ensure you welcome the New Year without financial worries trailing behind.   Craft a Festive Financial Plan Start

Having an estate plan can provide peace of mind, ensure your assets are passed on to the right people, your wishes are carried out and loved ones are protected after you die. However, failing to have a plan in place can lead to some costly mistakes and repercussions for beneficiaries.   Whether it’s an oversight