Financial Planning News
The global nature of business has meant that many people move from country to country to either further their careers or to experience other cultures. This often results in individuals becoming ex-pats (expatriates), i.e. residing in a country that is not their native country. Along this journey, an individual can…
you are entitled to hold UK or other offshore investments while an Irish Tax Resident but the structure of the investments as well as your tax status will determine how gains and income will be treated from an Irish tax Perspective.
We’re now well into 2019 and we often find that the finances of our clients settle down a bit at this time of year. The madness of Christmas is behind us, and a lot of annual financial commitments have often come and gone at the start of the year. Spring…
What will happen to your business in the event of your death? “There are only two things certain in life: death and taxes” With this in mind, business owners should have plans and strategies in place in the event of death during their working life to ensure both the…
Entrepreneur relief will reduce the amount of Capital Gains Tax you have to pay in relation to selling your business.
This article discusses the pension options available to Irish citizens returning from working in Canada.
Face to face contact has always been something we very much believe in when dealing with our clients. On Thursday 13th of October, Colin and Nick ventured south to warmer climates to meet with clients in Southern Africa. If you have not been contacted and would like to meet with us,…
Many of our clients will already be familiar with the Novia Global investment platform, which we are currently implementing to replace many existing client portfolio structures. A number of clients will already be aware of the advantage of having an investment platform in place, having reaped the benefit of adopting such structures…
For many clients who hold the Old Mutual bonds (previously Skandia), with the forthcoming restructure of the Old Mutual Group, the International arm based in the Isle of Man will shortly become ‘Quilter International.’ This will only take place however after the managed separation has been completed later in 2018. …
At the end of April, we were delighted to host our colleagues who had travelled over from their offices in the UK and Europe to attend the Aisa / OpesFidelio annual conference. At the conference, were a number of fund managers and platform specialists who were asked to speak, as…
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CONTACT INFO
Opes Financial Planning Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland, A98 WF95
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.
