Women and Pensions: What you should know

By |2022-03-04T12:31:51+00:00March 4th, 2022|Pensions, Retirement Planning|

It’s important for everyone to have a plan in place so that their standard of living doesn’t fall when they retire. While women generally live longer than men, they are less likely to have adequate income in retirement. Women generally end up with smaller pensions than men and one of the reasons for this is

Can I Afford to Live My Retirement Dream?

By |2022-02-25T12:52:56+00:00February 25th, 2022|Retirement Planning|

Start by brainstorming lifestyle choices My first suggestion for anyone who wants to explore their retirement options is to start by thinking big. Most often we must make trade-offs, but for now, try not to rule anything out as you ask yourself some key questions: How close do you want to live near family and friends?

10 Questions Every Couple Should Ask Before Retiring

By |2022-02-25T10:48:15+00:00February 11th, 2022|Retirement Planning|

10 Questions Every Couple Should Ask Before Retiring 1) Should we retire at the same time? This can be a tricky question because you have to look not only at your financial readiness to retire, but also your emotional and physical readiness. Your relative ages, individual health and feelings about your work all come into play.

Changes coming into effect under The Finance Act 2021

By |2022-02-04T13:44:18+00:00January 7th, 2022|Retirement Planning|

The Finance Act 2021 was signed into law on 22 December 2021 and included some important updates for clients who have an AMRF and / or a Vested PRSA. As these changes have a far-reaching impact, we wanted to share the key points of the Act with our clients and highlight the actions that Pension

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

31st of October Cut-off for Tax Refunds on AVC Contributions

By |2021-10-14T12:46:26+00:00October 14th, 2021|Retirement Planning|

The 31st of October is an important date for anyone using the myAccount.ie system to backdate Additional Voluntary Contributions (AVCs) into the 2020 tax year. Click on the link below and follow the steps outlined to log AVCs and claim a refund of Tax paid from the 2020 Tax Year. Claiming Tax Relief on a

Pension and ARF Payments and PAYE Modernisation

By |2019-09-05T16:54:06+00:00September 5th, 2019|Retirement Planning|

As income underpins our ability to maintain the lifestyles we enjoy, we need to ensure that it is properly taxed. The Irish Life booklet that features in this month's newsletter outlines key information to help you take the necessary steps to ensure this is the case. The areas outlined in the booklet are: Top 10

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