Insights

Key insights from seasoned professionals

INVESTMENT PLANNING 2021-02-01

Clean Energy and Green Investments Analysis

In 2021 we encourage our clients to go greener, to follow investment strategies that can make a difference to our climate. There are significant indicators that suggest that such an investment approach will prove successful for investors and beneficial for the globe on all fronts.

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RETIREMENT PLANNING 2021-01-23

Pension Planning – advantages and benefits explained

The following article appears as written by Pat Leahy, Infinity Financial Planning Ltd, in the Irish Examiner on 16. 10.

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INSURANCE AND TAX 2021-01-20

Top tips for Capital Acquisitions Tax on inheritance

Paying inheritance tax is something that many people experience when inheriting an asset from family or friends, are there ways we can minimize the tax bill? Planning is required. Let’s see some examples: Will I Face a Tax Bill if I Inherit my Sister’s House? I am 63 and living with my sister aged 73.

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ESTATE PLANNING 2021-01-19

Our top tips on how to insure you and your family in 2018

Do you have Adequate cover? More and more couples in Ireland are choosing to cohabit and have children now, rather than marry. If you are one of these couples, have you spoken about ‘life of another’ family protection or personal protection?<br>When it comes to protecting your family its important that you have the correct cover.

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RETIREMENT PLANNING 2021-01-19

Supplementary Pension, Learn if you qualify today?

Supplementary Pension, Do you Qualify? <br>Payment of a supplementary pension can arise where you retire, before turning 65 years old, from a public service position. <br>Where applicable, you must claim for your supplementary pension from the Department of Social Protection.

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FINANCIAL PLANNING 2021-01-07

Will We Have Enough? – 5 Ways We Believe We Can Add Value

Time never stands still. Everything in the world seems to be moving at a quicker pace than before. Nowadays, the most common question we answer for the people we deal with is ‘Will I have enough?’.

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INVESTMENT PLANNING 2020-06-20

What’s the Investment Outlook?

Covid-19; What is the Investment Outlook?

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INVESTMENT PLANNING 2020-05-09

How to Pick Winning Investments

There’s no greater feeling than being on the right side of a winning stock. The joy of being ‘right’ and making money in the process is insatiable.

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INSURANCE AND TAX 2020-01-08

Tax Write Off’s for Contractors and Small Business Owners

Our esteemed friends working in the Revenue want you to pay them as much taxes as possible. Typically, we save our IT and Engineering Contract clients at least €100,000 in taxes over 20 years.

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INSURANCE AND TAX 2020-01-06

Termination and Redundancy Payment Options

Redundancy payment considerations can be a stressful time in your life. We have helped many clients negotiate this difficult time period by providing impartial and independent advice at a vital time.

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RETIREMENT PLANNING 2020-01-05

5 More things to do 10 years from retirement

Preparing for retirement can be like the best laid plans – it may turn out different than expected. Like any strategy, the better prepared you are in advance the more flexibility you will have to adopt to changing circumstances.

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INVESTMENT PLANNING 2019-10-30

Investment Book Recommendation

The Little Book of Common Sense Investing by John C. Bogle.

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FINANCIAL PLANNING 2019-10-30

Brexit & UK Pensions explained by Certified Financial Planners

Brexit and your pensions, how does it affect you? Britain is expected to formally trigger Article 50 of the EU within weeks, beginning the process of leaving the EU.

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RETIREMENT PLANNING 2019-10-29

Pension Planning; Top Reasons Why you should start today?

Pension Planning; Why?

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FINANCIAL PLANNING 2019-10-28

Want to learn how to reduce your 2018 Income Tax Bill?

The methods of legitimately reducing your income tax bill have diminished greatly over recent years. This applies to self-employed individuals, PAYE employees and Directors of companies alike.

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INVESTMENT PLANNING 2019-10-28

Compound Interest, 8th Wonder of The World

The 8th Wonder of The World A Simple Idea. <br>Charlie Munger, the vice chairman of Berkshire Hathaway says, “Take a simple idea and take it seriously”.

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ESTATE PLANNING 2019-10-27

Example of Estate Planning Working

Estate Planning Example  <br>The following is a practical example of the benefits of our Estate Planning service. Our client, aged 52, had accumulated significant wealth in recent years.

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ESTATE PLANNING 2019-10-26

Parents of children with Special Needs – Financial Planning

As a parent, your financial situation today will determine the financial future of your dependent adult child with special needs. We have dealt with people in your circumstances.

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FINANCIAL PLANNING 2019-10-25

Why would an employer provide benefits for their employees?

Employee benefits for contractors and employees vary greatly, even if they are working under the one organisation. Approximately 20% of employees have privately arranged Income Protection Insurance, and 50% of employees have sufficient levels of Life Cover for their dependents.

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RETIREMENT PLANNING 2019-10-25

Pension Planning for Company Owners and Directors

Pension Planning for Business Owners and Directors It’s most likely you are familiar with creating and developing business plans. Most successful business plans have many different dimensions for that business to develop successfully.

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INSURANCE AND TAX 2019-10-24

Do you own a rental property or a second home?

Financial planning is all about allocating resources. Using a Section 73 savings plan to avail of gift tax relief is clever use of existing savings.

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RETIREMENT PLANNING 2019-10-24

Approved Retirement Fund (ARF) explained by CFPs

What is an ARF? An Approved Retirement Fund (‘ARF’) is a personal tax efficient investment fund into which you can transfer all or part of the balance of your pension fund after you receive your retirement lump sum. Our objective<br>At Infinity Financial Planning Ltd our objective is to find the most suitable  solution to your needs.

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INVESTMENT PLANNING 2019-10-23

How Goalkeepers and Investors are very similar?

Russia 2018 was hailed as a huge success. Moody’s, the ratings agency, said the World Cup’s boost to the country’s gross domestic product (GDP) would be between $26 billion and $30.

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INVESTMENT PLANNING 2019-10-22

Top tips on how to Make Smart Investment Decisions

Smart Investment Decisions. The process of making smart investment decisions is complex. While humility is a virtue in all parts of life, when it comes to making smart decisions with money, it serves as a vital layer of protection.

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FINANCIAL PLANNING 2019-10-21

Financial Decisions: How to make the Best Choices in 2018

The financial decisions we make earlier in life can have a significant impact on our lifestyle in later years. With life expectancy increasing all the time, It also increases our responsibility to be organised financially to fund ourselves for 20 plus years into retirement.

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FINANCIAL PLANNING 2019-10-21

Top Financial planning tips on how to protect your income

Income Protection How would you and your family cope financially, if you were out of work for a long period due to illness or injury? Do you know how much income, if any, you would receive from your employer?<br>While we ensure such things as our houses, cars, even our gadgets, the most important thing you should insure is your income, as it is your most valuable asset. <br>If your health is currently in ‘no-claim-bonus’ territory you should not expect to pay more than the price of a good drink per week.

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FINANCIAL PLANNING 2019-10-20

Financial Planning for women – top tips explained

The following blog post on financial planning for women is written by Collette Steele, Infinity Financial Planning Ltd. Statistically, women will outlive their spouses but will typically have a lower lifetime income.

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RETIREMENT PLANNING 2019-10-18

How do I keep track of my pensions today?

How do I keep track of my pensions? Like most people you may have moved jobs a few times in the past.  As you change jobs you may start to accumulate pension benefits in different employer pension schemes.

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INSURANCE AND TAX 2019-10-17

Learn why your world cruise at great risk today?

Baroness Ros Altmann, a former UK Pensions Minister is of the opinion that ‘the cash equivalent transfer values are so attractive and the freedoms for personal pensions now make Defined Contribution (DC) pensions far more user-friendly than ever before’. This quote was taken in direct response to the question ‘Why are Defined Benefit Schemes (DB) winding up?’ Transfer value<br>Taking a transfer value reduces the employers DB Scheme liabilities, so therefore they may provide ‘enhanced’ transfer values to encourage leavers.

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INSURANCE AND TAX 2019-10-16

Will I go contracting? – Contractors Financial Advice

Why is contracting popular? The choice of moving from permanent to contracting employment is becoming a popular option. Contractors need impartial financial advice.

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INVESTMENT PLANNING 2019-10-15

Why Invest?- Some simple tips on why you should invest

Get advice when it comes your investment Ideas Investment typically involves a trade-off between risk and reward. Benjamin Franklin once said “The investor’s chief problem – even his worst enemy – is likely to be himself”.

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FINANCIAL PLANNING 2019-10-14

Recommend a Resolution…..here’s 8 ideas

Any time of the year is a good time to improve your bank balance. The beginning of the year is when many people make resolutions to live a healthy lifestyle.

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FINANCIAL PLANNING 2019-10-13

Our Financial Planning New Years Resolutions – 2018

If you made resolutions, chances are you have broken some of them by now. The usual suspects like lose weight, get in shape and stop smoking will fall by the wayside for many of us.

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