Financial Planning News
The housing crisis has significantly driven up property prices, making it increasingly difficult for young people to save for a deposit on their first home, especially with rising rental costs and the general cost of living crisis. As a result, many parents want to support their adult children financially now,…
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Understand what retirement relief is with practical examples and learn about new tax changes impacting family business & farm transfers in Ireland.
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The Standard Fund Threshold (SFT) was once a concern only for individuals with exceptionally large pension pots. However, as the threshold has fluctuated over the years, more people are now finding themselves approaching this limit. While the SFT remains at €2 million for 2025, it is set to increase annually…
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Most Tax Efficient Ways to Pay Yourself as a Director & Extract Company Profits Setting up a business is far from straightforward. As well as all the hard work and time it takes to build up and manage a profitable company, there is also a lot of risks for business…
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In this article, we talk about early retirement, which occurs when individuals access their pension benefits before they have reached their normal retirement age (generally age 65-68), along with the different types of pensions, pre and post-retirement, and the merits of each. At what age can I…
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A financial planner can be a vital resource in Ireland, providing valuable assistance in managing your financial future. By identifying realistic personal and financial goals, financial planners help you map out a path to achieve them. They assess your current financial health, examining your assets, liabilities, income, and personal expenditure.…
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Learn how a Section 72 policy can help cover inheritance tax, protect your estate, and ensure a smooth transfer of assets to your beneficiaries.
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Starting a pension in Ireland is an achievable goal that can secure your financial future. Whether you’re self-employed, employed, or a director, there are different pension options available to suit your needs. The key is to understand the steps and select the right type of pension scheme for your situation.…
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Each individual has a personal pension funding threshold of €2 million. This is a combined total of all an individuals Irish pension benefits. In order to reach this level of funding, in most cases, it will require large contributions from a Ltd company. A company can make large one-off pension…
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Choosing between an Approved Retirement Fund (ARF) and an annuity for your retirement plan can be challenging. The biggest difference lies in how the two handle income and inheritance. With an annuity, you receive a fixed, guaranteed income for the rest of your life, which can provide stability. However, this…
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CONTACT INFO
Opes Financial Planning Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland
We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.
This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.
Directions:
Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.
OPES FINANCIAL PLANNING LIMITED
OPES FINANCIAL PLANNING LIMITED is regulated by the Central Bank of Ireland.
OPES FINANCIAL PLANNING LIMITED (Company No 456044)
Opes Financial Planning is a trademark used under licence.
