Financial Planning News

Fair Deal Scheme Ireland: Complete Guide to Nursing Home Financial Support

May 16, 2025

The fair deal scheme is a government financial support scheme where every person will make a contribution to the cost of their long-term case, based on their means with the state paying the balance.

Tax Implications of Financial Gifts to your Children

March 24, 2025

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,…

Retirement Relief in Ireland: Changes & Complete Guide

March 13, 2025

Understand what retirement relief is with practical examples and learn about new tax changes impacting family business & farm transfers in Ireland.

What to do if approaching the standard fund threshold?

March 6, 2025

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…

How to Turn Profit into Wealth for Company Directors?

February 19, 2025

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…

Early Retirement in Ireland – When Can I Unlock My Pension Early?

February 6, 2025

    Picture this: You’re 55, sitting in your garden on a Tuesday afternoon, coffee in hand, with nowhere you need to be. No meetings. No deadlines. Just time – your most precious asset – finally yours to spend as you wish. Sounds appealing? You’re not alone. More workers in…

PRSA vs Personal Pension Ireland: How to Choose the Right Option

January 23, 2025

Getting your pension choice wrong in Ireland could cost you tens of thousands of euro over your working life. That sounds dramatic, but it’s true. The difference between a well-chosen product and a poorly matched one compounds year after year, quietly eating into your retirement fund while you’re busy living…

How Can a Financial Planner Help in Ireland?

January 18, 2025

Do you have a pension from an old job sitting in one account, some savings in the credit union, and a vague idea of when you might like to retire? If this sounds familiar, you are not alone. Many professionals in Ireland find their finances are fragmented, leaving them unsure…

Using a Section 72 Policy for Estate and Inheritance Planning

September 9, 2024

Learn how a Section 72 policy can help cover inheritance tax, protect your estate, and ensure a smooth transfer of assets to your beneficiaries.

How Much Can a Company Pay into a Directors Pension in Ireland?

August 28, 2024

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…

CONTACT INFO

Opes Financial Planning Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland, A98 WF95

Tel: +353 (0)1 272 4130
Email: info@opesfp.ie

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.