Financial Planning News
There are a lot of Irish people who have previously or are still working in the United Kingdom. While in employment, these individuals would have paid national insurance stamps which count towards a UK state pension entitlement. UK State Pension Requirements Qualifying for the UK state pension depends on…
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An ISA stands for Individual Savings Account and it is a type of tax-efficient savings and investment account available to residents in the United Kingdom. Ireland does not currently offer an equivalent savings structure with pensions currently the only real way for Irish residents to benefit from tax relief…
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What has happened to my savings and investment accounts? UK financial institutions as well as UK-based advisory firms may not legally be able to continue to service these clients once a no-deal Brexit has come into effect. We are seeing many companies take a commercial view that they can continue…
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The number one stress for anybody approaching retirement is the unknown of whether or not their pension fund will last them in retirement. Increased life expectancy is putting extreme pressure on pension funding as this income needs to last for approximately 30 years. Defined Benefit pensions (guaranteed pension income for…
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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…
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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.
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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…
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Ireland and the UK have always had a close relationship, with many Irish people often ending up working in the UK for long periods of time, thus building up ‘pension pots’ which still remain in the UK when they repatriate back to Ireland. Individuals are unaware of their options when…
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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…
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Entrepreneur relief will reduce the amount of Capital Gains Tax you have to pay in relation to selling your business.
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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.
