Financial Planning News
As a business owner in Ireland, you’re probably paying more tax than you’d like. The Irish tax system does have a number of ways to slash your tax bill whilst building serious wealth for your future. Pensions aren’t the most exciting topics and are often overlooked, with a lot of…
Let’s talk about something that could save your family thousands in taxes over the years. Something surprisingly simple, yet often overlooked. Every year, you can give €3,000 to as many people as you like, completely tax-free. No forms to fill out. No Revenue knocking on your door. Just straightforward, legitimate…
Let’s talk about the magic number of a €1 million pension pot that crops up time and again when people discuss retirement planning. But what does it actually mean to have a million-euro retirement fund in Ireland today? For many, it represents financial independence – the ability to maintain your…
Running a business partnership in Ireland? Here’s something that might keep you up at night: what happens to your business if something happens to your partner? It’s not the cheeriest topic for a Monday morning coffee chat, but partnership insurance could be the difference between your business thriving or barely…
While it may not be the easiest subject to consider, understanding what happens to your pension on death is essential. A pension is often one of the largest financial assets an individual holds, and assumptions about automatic inheritance can be misleading. The treatment of pension benefits depends on the type…
We discuss the main areas which clients look for advice on when considering estate planning
Discover how much you need to retire at 60 in Ireland. Plan for early retirement with real-life examples, income targets, savings tips, and pension insights.
Learn how bare trusts in Ireland work. A simple, tax-efficient way to transfer wealth to children while keeping future inheritance planning on track.
Learn how to reinvest maturing deposits and bonds in Ireland. Discover strategies using State Savings, funds, and deposits for better long-term returns.
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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.
