Retirement Expenses that may Surprise you

By |2021-12-15T14:11:19+00:00December 15th, 2021|Retirement Planning|

When you’re living off your savings, unexpected expenses can undo years of diligent planning. Withdrawing an extra €5,000 for household repairs might not seem like much in the grand scheme of things, but it can derail your plan, especially since those funds are no longer invested and working for you. To make the most of

Estate Planning and Transferring Wealth

By |2021-12-08T12:56:52+00:00December 8th, 2021|Estate Planning|

Key Points to Consider: Despite the availability of Gift and Inheritance Tax Thresholds and Exemptions, Estate planning is still important no matter how big or small your net worth. Family dynamics can complicate transferring wealth and working with a Financial Planner and Solicitor can help you get things sorted. Talking with your family and loved

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