Estate Plan
Common Estate Planning Mistakes to Avoid
Table of Contents Estate planning is a vital process that offers you peace of mind, knowing that your family will be taken...
7 min read
Insights
Plain-English articles on pensions, tax, investing and protection in Ireland, from the True Wealth team.
Latest articles (124)
Business Owners
Key Person Insurance vs. Life Insurance: Which is Right for Your Business?
Choosing the right insurance coverage is crucial for financial stability and risk management for business owners and self-employed individuals. While life insurance...
11 min read
Inheritance Planning
Protect Your Children from Inheritance Tax on Assets
Table of Contents One major concern for any parent or business owner is the potential for their children to be burdened with...
10 min read
Pensions
Can I transfer my UK pension to Ireland?
Table of Contents If you're coming back to Ireland or settling down roots here for the first time and you've worked in...
10 min read
Financial Planning
Retiring Abroad from Ireland: How to Make It Happen
Table of Contents We’ve contributed to the Pensions Report on retiring abroad in The Irish Independent. Download it here to read: Pensions...
7 min read
Financial Planning
Debunking 8 Myths About Financial Advisors in Ireland
Table of Contents Getting advice from experts is common in many aspects of our life. For example, hiring a personal trainer to...
6 min read
Financial Planning
10-Step Guide For Women Seeking Financial Independence
Table of Contents Becoming financially independent is a crucial goal for everyone, regardless of gender. However, for women, achieving financial independence comes with...
6 min read
Inheritance Planning
Inheritance Tax Guide for Cohabiting Couples in Ireland
Table of Contents Are you a cohabiting couple in Ireland wondering about the complexities of inheritance tax?While inheritance tax laws may seem...
8 min read
Pensions
How Can an Occupational Pension Scheme Benefit Employers and Employees?
Table of Contents Occupational pension schemes set up by employers to provide employees with retirement benefits. An occupational pension plan is a rewarding...
4 min read
Inheritance Planning
Dwelling House Relief: Avoiding Inheritance Tax on the Family Home
If you’re thinking of leaving your house to your child or another person who lives with you, it’s crucial to take proactive...
10 min read
Pensions
What Happens To Your Pension Plan When You Die?
Table of Contents Although death is an inevitable part of life's journey, its timing and circumstances often remain uncertain. Despite this universal truth,...
6 min read
Financial Planning
Understand Personal Retirement Savings Accounts (PRSAs)
Table of Contents Planning for retirement is a crucial aspect of financial planning, and choosing the right pension scheme is paramount. With numerous...
6 min read
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