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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

Delighted to have received my Social Media for Business Award last month from the Pitman Training Group Waterford. This ...
09/02/2021

Delighted to have received my Social Media for Business Award last month from the Pitman Training Group Waterford. This Diploma covers 4 core modules; 1)Instagram for Business, 2)LinkedIn for Business, 3)Facebook for Business & 4)Social Media Strategy for Business.
Huge thank you to the Pitman tutors, in particular Mairead & Derval who helped me throughout. ✅📈🔐🥇🎉

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