News

AUTO-ENROLMENT (AE)– THE STORY SO FAR Auto-enrolment (AE) is a new retirement savings system for employees that will be introduced on 1st January 2026. A new public body, the National Automatic Enrolment Retirement Savings Authority (NAERSA), will administer the scheme under the supervision of the Pensions Authority. Called ‘My Future Fund’, under auto-enrolment the employee,

Build your pension pot!   On the heels of the recent Budget, the Finance Bill was published on 10th October 2024 which outlines new legislative changes to employer contributions paid to PRSA’s.   Prior to the Finance Bill, employer PRSA contributions were not subject to a Benefit in Kind (BIK) charge and there was no limit

The closing date for the File and Pay period for 2024 is rapidly approaching.  We are advising all clients to complete the necessary EFT payments by the 10th November this year to ensure funds are received and applied in time.  If you have not made contact to discuss your pension please do so immediately, after

Key dates for your calendar We might be all enjoying the Olympics at the moment but its important not to lose sight of what is just around the corner.  If you wish to reduce your tax bill for income earned in 2023, then here are the deadlines you need to pay attention to for the

WHAT IS AUTO-ENROLMENT (AE)? Auto-enrolment is a new retirement savings system for employees that will be introduced in January 2025. It is expected that up to 800,000 people will be automatically enrolled once the system goes live. The scheme will be supervised by the Pensions Authority and a new public body, the National Automatic Enrolment

Digging up buried (pension) treasure and streamlining your retirement. You know how great it feels when you put on a pair of jeans you haven’t worn in a while and you find money in the pocket?  It’s like free money but it was always yours! Well imagine that feeling on a larger scale except instead

Keep an eye on your portfolio We all know that the world which we live in rarely stands still, lifestyle factors shift, personal circumstances can change, and new opportunities may emerge at any stage. That’s why we always tell our clients how crucial it is to regularly review your portfolio and your financial plan and