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Financial Planning

Business Owners: How Financially Resilient are you?

admin · January 3, 2025 ·

Here are 52 essential questions every business owner should ask themselves to assess if they’re on the right financial track. From managing risks to maximising tax advantages to growing your wealth, these questions are designed to spark insights and clarity. 👉 Download your copy now and take the first step toward financial confidence: Your future … Read more

Finance Act 2025 Changes for Company Directors

admin · January 1, 2025 ·

The Finance Act 2025 limits employer contributions to PRSAs…. but Business Owners who need to ‘play catchup’ to build up their retirement funds still have huge scope to make significant contributions. From 1st January 2025, employer contributions to PRSAs will count as Benefit In Kind (BIK) if they go over the “employer limit.” However, this … Read more

Stay Calm, Stay Invested: A New Year’s Message for 2025.

admin · January 1, 2025 ·

2024 was a great year for the markets, but as we step into 2025, it’s important to remember that markets don’t always go up in a straight line. If there are dips or volatility this year (which no doubt there will be at some point), don’t panic—stay focused on the bigger picture. Here’s why: History … Read more

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