Professionals

Company Owners & Directors

Employees with Stock Options

Law & Accountancy Firm Partners

Recently Retired

Widower / Divorcee Service

Professionals

  • Ensuring your family are provided for if you cannot work
  • Saving for children’s education
  • Investment for later life
  • Paying your mortgage off early
  • Mortgage Protection
  • Protecting your family in case of death or serious illness
  • Optimising your pension- making it work in a tax efficient manner

Company Owners & Directors

 

 Your Personal CFO

  • Ensuring your family are provided for if you cannot work
  • Optimising pension in a tax efficient manner
  • Protecting and futureproofing your business
  • Funding for later life; pension and investments
  • Funding a spouse pension
  • Protecting your family in case of death or serious illness
  • Getting your business ready for sale
  • Investing via your business

Employees with Stock Options

Have you been awarded substantial stock options as part of your compensation? Company stock can complement current savings or in some cases change your life. We help clients manage their stock options and fit this in to their financial and life planning. We have developed a unique system for these individuals which helps them make sound financial decisions.

  • Explore different scenarios and outcomes
  • Look at the merits of selling the stock vs holding
  • Diversification into a broader equity basket
  • Building financial plans around your holdings
  • Paying for your property using your stock

Law & Accountancy Firm Partners

We work with some of Ireland’s top law and accountancy partners. Our service is tailored around their needs and requirements.

This may include:

  • Funding for later life; Using the optimal tax structure for your pension and investments
  • Protecting your family in case of death or serious illness
  • Children’s savings and family gifting
  • Tax efficient investing
  • Partnership Assurance
  • Estate planning and inheritance planning

Retirees

  • Financial planning and guidance
  • Downsizing your property
  • Retirement Cashflow planning
  • Using your pension – thats what it’s there for!
  • Inheritance planning
  • Gifting wealth to your children (eg helping them with a deposit for a house)

Widower / Divorcee Service

For the recently widowed or divorced, the barrage of financial administration and paperwork can be too much. We work with you and your solicitor, in your own time, to take control of your finances and gain understanding of an important part of your life. We work with your accountant and solicitor to ensure every part of your finances is being looked after.

  • Financial planning and guidance
  • Downsizing your property
  • Retirement Cashflow planning
  • Using your pension – thats what it’s there for!
  • Inheritance planning
  • Gifting wealth to your children (eg helping them with a deposit for a house)

Book a Consultation

There is no cost for an initial consultation. Let's see if we can work together. All initial consultations are via Zoom.