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*Made for Accountants 🧮 by Accountants*Great session this evening covering off a whole host of strategies for accounting...
04/02/2026

*Made for Accountants 🧮 by Accountants*
Great session this evening covering off a whole host of strategies for accounting professionals.
✨Company Directors – Pension Funding Limits and Revenue Max Funding Rules
✨Working beyond your Normal Retirement Age & the Restrictions that Apply. What happens on death?
✨How Pensions can impact Redundancy Termination Payments
✨Pensions & Divorce – Understanding How Pension Adjustment Orders Impact Family Settlements in Court

Had a great second Master Your Money session this morning ☀️ with Netwatch Systems covering; a Deep Dive into Auto Enrol...
27/11/2025

Had a great second Master Your Money session this morning ☀️ with Netwatch Systems covering; a Deep Dive into Auto Enrolment 💰 the power of long term investing 📈, the Cost of University for your dependents and how to prepare for college in advance 👩‍🎓 as well as alternative deposit rate offerings that are available on the market 💶

Great day out at the CFP® Professional Financial Planners Annual Conference in Dublin today ®
19/11/2025

Great day out at the CFP® Professional Financial Planners Annual Conference in Dublin today ®

Great day out at the CFP® Professional Financial Planners Annual Conference in Dublin today
19/11/2025

Great day out at the CFP® Professional Financial Planners Annual Conference in Dublin today

Delighted to present 👨‍🏫 my Master Your Money Webinar to the team at Netwatch Systems 🚨 in Carlow last week. We delved d...
29/09/2025

Delighted to present 👨‍🏫 my Master Your Money Webinar to the team at Netwatch Systems 🚨 in Carlow last week.
We delved deep 💻 into the below topics with a strong emphasis on the psychology 💭 of money 💶 and the personal effects and impact that financial decisions can have on our overall wellbeing 🧠 😇
Feedback was very positive from the attendees, looking forward to our second one already that’s scheduled for next month! ✅

1. Navigating Rising Costs: Smarter Budgeting for Today’s Households 💶 🏡
2. Understanding Your Workplace Pensions & Why Long-Term Investing Matters 📊 📈 3. Planning for the Unplanned: Protection Strategies 🔐for You and Your Loved Ones ❤️‍🩹
4. The Importance of Writing a Will: Protecting Your Legacy and Minimising Inheritance Tax 📝 🕰️

Had the pleasure of presenting 💻 at this CPD event 🎤 for the Carlow Kilkenny Skillnet South East Millennium Group this m...
20/05/2025

Had the pleasure of presenting 💻 at this CPD event 🎤 for the Carlow Kilkenny Skillnet South East Millennium Group this morning ☀️ at the Talbot Hotel 🏨 Carlow. Fantastic opportunity to share insights📝, spark discussions and interact alongside a group of engaged and forward-thinking 💭 practitioners 💼

The theme for today was around company directors and employers on Navigating Pension Planning in 2025 and beyond.

The main hot topics included;
✅ Recent updates regarding Auto Enrolment and its implementation in January 2026. 🗓️
✅ A recap of the Auto Enrolment pension scheme structure ⚙️
✅ An in depth comparison of the Auto Enrolment scheme vs the Occupational Pension scheme📌
✅ The HR and Employment Law 💼 aspects to consider with regards to AE
✅ Illustrations demonstrating the impact of the upcoming increases in the standard fund threshold 📊
✅ A Case Study on Revenue Max Funding Limits of Master Trusts vs PRSA’s 📈 and exploring the key 🔑 wealth extraction strategies that are available through pension structures
✅ Pension simplification proposals ✍️ regarding pension transfers, removal of certain products, ARF options and the development of a hybrid PRSA🌟

Delighted to be invited again by the incoming Chair of ACCA Ireland Joe O’Regan FCCA, CPA, AMCT to give a company direct...
20/03/2025

Delighted to be invited again by the incoming Chair of ACCA Ireland Joe O’Regan FCCA, CPA, AMCT to give a company director themed presentation 💻 on Navigating Pension Planning in 2025 to the South East ACCA committee members.

The accountancy practitioners in attendance had an engaging interaction this morning ☀️ ☕️ at the Brandon House Hotel 🏨 with many discussion points covering;

✅ A recap of the Auto Enrolment pension scheme structure ⚙️ due to go live on 30 September 2025
✅ An in depth comparison of the Auto Enrolment scheme vs the Occupational Pension scheme📌
✅ The HR and Employment Law 💼 aspects to consider with regards to AE
✅ A Case Study on Revenue Max Funding Limits of Master Trusts vs PRSA’s 📈 and exploring the key 🔑 wealth extraction strategies that are available
✅ Pension simplification proposals ✍️ regarding pension transfers, removal of certain products, ARF options and the development of hybrid PRSAs 🌟
✅ Other industry updates- the widow’s pension for co-habiting couples, recent market 🌍 performances📊 and the UK 🇬🇧 State Pension deadlines in April 2025.

Excited for the opportunities the upcoming year will bring 🤝

Introducing Chartered Financial 📊 Your Trusted Financial Partner 📈 Visit www.charteredfinancial.ie to learn more about h...
03/02/2025

Introducing Chartered Financial 📊 Your Trusted Financial Partner 📈 Visit www.charteredfinancial.ie to learn more about how we can help you

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