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Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax

June 9, 2025

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Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax
Podcast 108: When Investing 'Risk Questionnaires' Are Dangerous
October 8, 2018

Podcast 108: When Investing 'Risk Questionnaires' Are Dangerous

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Podcast107: The State Pension....Are You Swimming In The Nip!?
October 1, 2018

Podcast107: The State Pension....Are You Swimming In The Nip!?

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Podcast106: Is Investing in EII Scheme A Viable Option For Me?
September 24, 2018

Podcast106: Is Investing in EII Scheme A Viable Option For Me?

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Podcast105: A Huge Tax Saving On Investments - A Tale Of 2 Cities
September 17, 2018

Podcast105: A Huge Tax Saving On Investments - A Tale Of 2 Cities

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Podcast104: An American Perspective....With Eric Brotman
September 10, 2018

Podcast104: An American Perspective....With Eric Brotman

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Podcast103: Real Returns: Invest in Low Cost Funds Or A Pension
September 3, 2018

Podcast103: Real Returns: Invest in Low Cost Funds Or A Pension

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Podcast102: The 4% Rule In Ireland....
August 27, 2018

Podcast102: The 4% Rule In Ireland....

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Podcast100: The Guy Spier Interview
August 13, 2018

Podcast100: The Guy Spier Interview

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Podcast99: When Simplicity Rewards Investors
August 6, 2018

Podcast99: When Simplicity Rewards Investors

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Podcast98: Can A Couple Retire In Ireland With €1million?
July 30, 2018

Podcast98: Can A Couple Retire In Ireland With €1million?

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Podcast97: The Mexican Fisherman........
July 23, 2018

Podcast97: The Mexican Fisherman........

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Podcast96: Planning for company directors in Ireland....Party-Time!
July 16, 2018

Podcast96: Planning for company directors in Ireland....Party-Time!

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We use a client-focused approach to help you get organised, develop peace of mind, and clarity on your financial future.

The first step is a 15-minute initial call with Paddy to answer your questions, to see if we are potentially a good fit for each other, and allow you to evaluate our firm.

If you believe we are a good fit to work together CLICK HERE to schedule your complimentary call with Paddy.

Or please CLICK HERE if you are media-related or have a general query.

Important Note: Just like you wouldn’t see a cardiologist for a knee replacement, we work exclusively with people who are retired or would like to do so in the coming years and have investable assets of €1m+.

Schedule your call

Due to demand and commitments to existing clients, there is currently a waiting list for planning and new clients.