All Articles

Insights | 31.07.2025

The Retirement Countdown

Approaching retirement is a key milestone in managing your personal finances. As individuals near the end of their careers, the emphasis often shifts from building wealth to preserving it and generating sustainable income. However, retirement planning should not happen in isolation. It is an essential element within a broader wealth management strategy as Pensions Advisor, Marta Pelc explains

Insights | 14.07.2025

Smart financial strategies for every chapter of your life

Whether you’re building wealth or planning your legacy, Marina Giblin, Senior Portfolio Manager at Cantor Fitzgerald Ireland, shares how to successfully navigate key financial milestones in your life

Insights | 24.06.2025

What the New Standard Fund Threshold Means for Your Retirement

Starting in 2026, Ireland’s Standard Fund Threshold (SFT) will increase for the first time in over a decade, rising from €2 million to €2.8 million by 2029. This change creates important opportunities for retirement savers to reduce tax liabilities and better plan when and how they draw down benefits.

Insights | 13.05.2025

Preserving Your Legacy: Combining Charitable Contributions with Wealth Planning

Marta Pelc, Pensions Advisor at Cantor Fitzgerald Ireland, writes that charitable giving is becoming an increasingly central focus for many people as they plan their financial futures. More than just a financial consideration, it offers a unique opportunity to support causes that reflect personal values while also providing tangible financial and tax benefits.

Insights | 17.04.2025

The Importance of Protection Planning

Aaron Cunningham, Wealth Manager, highlights that true financial planning includes protecting your income and family through cover like life insurance, illness, and income protection.

Insights | 18.03.2025

Boost Your UK State Pension: Irish Citizens’ Limited-Time Opportunity Ends Soon

Marta Pelc, Pensions Advisor gives insight how Irish citizens who worked in Britain for at least three years can purchase up to 18 additional years of National Insurance contributions until April 5, 2025, significantly enhancing their UK state pension entitlements beyond the standard option.

Insights | 28.02.2025

Retirement Planning: How Much Should You Save for a Secure Future?

Marta Pelc, Pensions Advisor discusses the importance of planning for retirement, highlighting how early savings and understanding your retirement income needs can ensure financial security. She covers the role of state pensions, private pension contributions, and the limitations of auto-enrolment in meeting future needs.

Insights | 27.01.2025

The Demands for Creating and Maintaining Wealth that Transcends Generations

Marta Pelc, Pensions Advisor, discusses creating and maintaining wealth that transcends generations is a dream for many families, but it demands considerate key steps.

Insights | 06.12.2023

From Boss To Beach Bum: How Retirement Planning Can Help You Trade The Swivel Chair For A Sun Lounger

With many companies having aligned their company tax year with the financial year, their end-of-year as at 31st December is fast approaching.