Category Archives: Retirement Planning

How will investment markets react to Trump or Clinton as President?

The gap between the two candidates has all but closed as we fast approach the 8th November finish line. Markets will either rise, fall or stay the same immediately after the election. This short term ‘movement’ has always been unknowable … Continue reading

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Avoiding the Behaviour Gap

Understanding the behavioural gap
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What do I do with my Previous Pension entitlements?

Previous pension entitlements – take control of your retirement fund Continue reading

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Fears for sustainability of Irish Old Age Pension

A report published recently indicates that future Irish workers cannot be sure of receiving a State Pension in retirement. Continue reading

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TAX DEADLINE APPROACHING

Individuals who both pay and file their tax returns through the Revenue On-line Service (ROS) have until the 13th November 2014 to pay a pension contribution and elect to backdate the income tax relief into the 2013 tax year. Continue reading

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Pension Schemes Tremble

The Irish government has approved a new range of proposals that would change the law in order to cut payments being made to existing pensioners that are involved in “troubled schemes” Continue reading

Posted in Doctor & Dentists, Pensions, Retirement Planning, Self Employed, Uncategorized, Wealth | Tagged , , , , | Leave a comment

Budget 2014 – Pensions, Inheritance Tax and Saving

Pensions The good news is that the tax incentives supporting pension planning remain Good news #1: Marginal rate income tax relief retained on pension contributions Good news #2:  No changes to the €200,000 tax free retirement lump sum limit Good … Continue reading

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