Icon Wealth Management

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Icon Wealth Management Financial planning and wealth management for contractors, directors and the self-employed, helping turn income into long-term financial security.

Icon Wealth Management is a financial planning and wealth management service launched by Icon Accounting, created to support contractors, independent professionals, company directors, and self-employed individuals who want clarity and confidence around their finances. When you work hard for your wealth, finding the time to step back and plan for the future can be challenging. Many of our clients earn well but feel uncertain about how to turn income or company profits into long-term financial security. That’s where we come in. Through structured financial planning and personalised wealth strategies, we help you make informed, confident decisions with your money — so you can focus on doing your job and on what matters most to you. Through Icon Wealth Management, we support independent professionals with:
Pension planning
Investment and savings planning
Income protection and sick pay solutions
Life assurance
Long-term and retirement planning

We've been hearing about Ireland's new Personal Investment Account for months. With the Budget announced this week, we f...
08/10/2026

We've been hearing about Ireland's new Personal Investment Account for months. With the Budget announced this week, we finally have the key details.

You'll be able to put in up to €12,000 a year. There's no tax to pay while your account is worth less than €50,000, and above that a flat 1% a year applies only to the amount over the threshold. Your provider handles the tax for you.

Swipe through for why it's being introduced, how it will work and how it's taxed.
Not sure how the new account fits with your finances? Get in touch with the Icon Wealth Management team. Call us on 01-8077106 or email [email protected].

Zarack Limited trading as Icon Wealth Management is regulated by the Central Bank of Ireland. This post is for general information only and does not constitute financial advice. The value of investments can go down as well as up.

"I have some life cover, am I sorted?" It's one of the most common questions we get, and the honest answer for most cont...
29/09/2026

"I have some life cover, am I sorted?" It's one of the most common questions we get, and the honest answer for most contractors is that you need a balance of policies, not one of them.

Life cover pays a lumpsum to your family if the worst happens. Income protection protects your income, and can ensure you can pay your mortgage, your bills and your family's day to day expenses if illness or injury stops you working.

Zarack Limited t/a Icon Wealth Management is regulated by the Central Bank of Ireland. This material is for general information purposes only and does not constitute financial advice. Cover is subject to underwriting, acceptance by the insurer, and the terms and conditions of the policy. Advice should be based on a full assessment of your own needs and circumstances.

Our team is finishing up a little earlier than usual today. 🧳 After a busy few months, the Icon Wealth Management team i...
18/09/2026

Our team is finishing up a little earlier than usual today. 🧳

After a busy few months, the Icon Wealth Management team is heading off on a well-deserved break to rest and recharge.

Today, we'll be contactable until midday. We'll be back to normal hours on Monday morning, ready to pick up where we left off.

Thanks, as always, for your understanding!

What do we actually cover on pensions during a Contractor Wealth Check?As a contractor, your focus is on your current co...
14/09/2026

What do we actually cover on pensions during a Contractor Wealth Check?

As a contractor, your focus is on your current contract and keeping things running smoothly. Your pension is often the thing that quietly slips to the bottom of the list. And the longer it sits there, the more it costs you.

So here's exactly what we cover on pensions in your first consultation:
💡 What a pension actually does for you. The tax relief, the long-term benefit, and why starting sooner makes a real difference.
📋 The pension options that suit your contractor set-up, because what works for a PAYE, director or Personal Limited Company contractor are all different.
📈 A suggested plan for your contributions. A clear, realistic figure to work towards.
🔍 A review of any existing policies. Old employer schemes, dormant pots, or plans you've lost track of.

No jargon, no pressure, no obligation. Just a relaxed conversation about you and where you want to get to. Best of all? Your first consultation is completely free. Book yours with Icon Wealth Management today.

Zarack Limited t/a Icon Wealth Management is regulated by the Central Bank of Ireland.

"I should have started my pension years ago."If you're a contractor reading that and nodding, you're not alone.Most cont...
07/09/2026

"I should have started my pension years ago."

If you're a contractor reading that and nodding, you're not alone.

Most contractors spend their 20s and 30s building a career, thinking about the next contract and not thinking much about retirement. Then a few years pass, then a few more, and the pension question starts to feel urgent rather than optional.
Catching up isn't complicated, but it needs a plan rather than good intentions. So to help, our latest blog covers your options as a contractor and the three steps worth taking this month.

👉 Read it here: https://www.iconaccounting.ie/blog/what-to-do-if-youve-started-your-pension-late

Zarack Limited t/a Icon Wealth Management is regulated by the Central Bank of Ireland. This material is for general information purposes only and does not constitute financial advice. Pension and tax treatment depends on your individual circumstances and may change. Always seek advice specific to your situation before acting.

A big thank you to the client who left this review for Martin this week!Hearing that someone feels more confident and be...
21/08/2026

A big thank you to the client who left this review for Martin this week!

Hearing that someone feels more confident and better informed after a meeting with us is genuinely the best feedback we can get. Pensions, protection and investments can feel like a lot to get your head around, but our job is to take the jargon out of it and make sure you understand exactly what's happening with your money when contracting and why.

If you've been putting off getting your own finances looked at, we're always happy to have a no obligation chat with you.
Book a free consultation here: https://calendly.com/d/ctr9-j3g-qn9/icon-wealth-management-consultation-request?month=2026-08

At year end, most company directors face the same decision in the road: leave profit in the business and pay corporation...
07/08/2026

At year end, most company directors face the same decision in the road: leave profit in the business and pay corporation tax on it, or take it out as salary and lose a chunk to income tax, USC and PRSI.

But there is a third option. A company pension contribution.

A company pension contribution moves profit into your own name without a personal tax bill, and it reduces the profit your company pays on corporation tax at the same time.
For contractors and owner/directors, that combination of flexibility and tax efficiency is difficult to replicate. You decide the amount. You decide the timing. And the value builds in your name, not the company's.

Read our latest blog to see how it works - https://www.iconaccounting.ie/blog/company-pension-year-end-planning

We're delighted to announce that Kevin Atkinson has joined the Icon Wealth Management team as a Senior Financial Plannin...
04/08/2026

We're delighted to announce that Kevin Atkinson has joined the Icon Wealth Management team as a Senior Financial Planning Advisor!

Kevin joins us with a strong track record of helping clients make clear, confident decisions about their money. With him on the team, we're better placed to support clients through every stage of their financial life: building wealth, protecting it, and passing it on.

Please join us in giving Kevin a huge welcome aboard 👏

Do I really need income protection if I have savings? Here's the honest answer: savings and income protection do two ver...
23/07/2026

Do I really need income protection if I have savings?
Here's the honest answer: savings and income protection do two very different jobs, and the strongest financial plans usually have both.

💰 Savings are finite. Your savings are a fixed pot. If illness or injury stopped you working tomorrow, how long would they really last? Most people are surprised when they do the maths. Rent or mortgage, bills, and everyday costs can drain even a healthy rainfall fund in a matter of months. And once it's gone, it's gone.
🛡️ Income protection replaces your income for as long as you need it. Income protection isn't a once-off payout. It's designed to pay you a regular, ongoing income if you're unable to work due to illness or injury, potentially right up to retirement age. That's a fundamentally different kind of security than a savings balance that only shrinks.

The two work best together. Together, they let your savings stay invested in your future, rather than being spent just to keep you going. Not sure works for you? That's exactly what we're here for.

Book a free consultation with Icon Wealth Management and we'll help you find the right balance.
https://calendly.com/d/ctr9-j3g-qn9/icon-wealth-management-consultation-request?month=2026-07

Zarack Limited t/a Icon Wealth Management is regulated by the Central Bank of Ireland. This material is for general information purposes only and does not constitute financial advice.

Pension myths, let's set the record straight.When you're contracting, your pension is one of those things that's easy to...
20/07/2026

Pension myths, let's set the record straight.

When you're contracting, your pension is one of those things that's easy to push to "later." But many of the reasons for delaying it simply don't stack up. So we're busting four of the most common pension myths we hear from contractors:

❌ "I'm too young to think about a pension yet."
❌ "My old pensions are only small ones and not worth looking at."
❌ "I can't afford to contribute much, so there's no point."
❌ "Pensions are too complicated to bother with."

Swipe through to see the reality behind each one 👉
The truth is, your pension doesn't have to be complicated or expensive to start. It just has to start. As a contractor, you often have access to some of the most tax-efficient pension options available, and the earlier you act, the harder your money works for you.

Not sure where you stand? That's exactly what we're here for.
Book a free consultation with Icon Wealth Management and we'll help turn the confusion into a clear, simple plan built around your income.

Book your free consultation here: https://calendly.com/d/ctr9-j3g-qn9/icon-wealth-management-consultation-request?month=2026-07

Zarack Limited t/a Icon Wealth Management is regulated by the Central Bank of Ireland. This material is for general information purposes only and does not constitute financial advice.

Address

Columba House
Swords
K67R2Y9

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm
Saturday 9am - 5:30pm
Sunday 9am - 5:30pm

Telephone

+35318077106

Website

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