Over 50s Finance

Pension Consolidation Overview – A professional reviewing pension options and investment performance.

Taking Control of Your Pension Future

By Caroline Hartigan BFS CFP® QFA In today’s career landscape, the concept of a “job for life” has largely disappeared. For professionals in their peak earning years (late 40’s, 50’s and early 60’s), this often means accumulating multiple pension pots from different employers throughout their career. While having several pension arrangements isn’t necessarily problematic, many financially-focused […]

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A guide to inheritance tax and wealth protection for Irish families. Estate Planning and Asset Transfer Ireland

The Essential Guide to Estate Planning and Asset Transfer in Ireland…

By Mary Burke BA (HONS), QFA RPA   Passing on your wealth to loved ones should bring peace of mind, not confusion or unnecessary tax burdens. Effective estate planning secures your family’s future while reducing unnecessary complications. The key for you is to protect what matters most and ensure that your hard-earned assets are transferred

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