We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation. Our team of award winning professionals take a personalized and holistic approach to financial planning and wealth management, we work closely with our clients to create a customized and bespoke plan that meets their unique needs and objectives. Whether you’re planning for retirement, saving for a mortgage down payment, or looking to invest for the future, we’re here to help for your entire journey. We offer a range of services, including retirement planning, investment management, estate planning, tax planning, and protection advice. Our goal is to help our clients achieve financial security and prosperity through transparent and unbiased advice that always puts their financial goals and interests first. At True Wealth, our commitment to create long-term relationships with our clients and provide them with the support and guidance they require to financially succeed. So, if you’re looking for expert financial guidance and a market-leading partner to help you achieve your goals, look no further than True Wealth. Contact us today to schedule a consultation and take the first step towards financial security and prosperity.
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📊 Poll Time! Vote below ⬇️ If your budget had a theme song, what would it be? "Bills, Bills, Bills" - Destiny's Child (The one drowning in bills) "Eye of the Tiger" - Survivor (The focused and goal-oriented saver) "Livin' on a Prayer" - Bon Jovi (The one living paycheck to paycheck) "Rich Girl" - Hall & Oates (The one who’s rolling in wealth) Feel free to add your song in the comments!
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We’re delighted to have been invited to contribute to The Pensions Report by the Irish Independent. It’s been a pleasure to be part of such an important project, helping the Irish public become more informed about retirement planning. Our contribution is focused on what people need to know when they are thinking about retiring abroad. Our CEO Shane Tobin shared some essential insights such as: •The cost of living in your destination country. •Taxation in your new country & double taxation agreements. •Receiving your Irish State Pension while living abroad. •Exchange rates and currency fluctuations If you’d like to read the full article & more, click the link below. https://lnkd.in/eDG5-T4w #Pensions #RetirementPlanning #FinancialAdvice #TrueWealth #IrishIndependent #WealthManagement #FinancialSecurity #BusinessOwners #IrelandFinance #PensionAdvice #InvestmentStrategy #RetirementSecurity
The Budget 2025 is out and here's some things you need to know. #RetirementPlanning #FinancialPlanning #Budget2025 #WealthManagement
The auto-enrolment pension scheme will launch in 2025, automatically enrolling eligible employees. Business owners should evaluate its impact and determine whether it's the best option or if an occupational pension scheme would better suit their needs. Click the article below to read it 👇 #AutoEnrolment #PensionScheme #BusinessOwners #EmployeeBenefits #RetirementPlanning #OccupationalPensions
📉Mortgage Interest Rate Alert for Homeowners in Ireland📉 The European Central Bank (ECB) reduced interest rates by 0.25%, marking its second cut this year. If you have a tracker mortgage in Ireland, this could be a key moment to understand how it might affect your payments. This 0.25% rate cut will lower the refinancing rate to 4%, reducing the average tracker mortgage holder’s repayments by €13 for every €100,000 owed. To break it down, if you owe €250,000, this would result in savings of approximately €33 per month, or nearly €400 annually. There is speculation of a possible rate cut in December if inflation remains stable. Stay informed by following us for the latest updates and insights! #MortgageUpdate #ECBCut #IrishHomeowners #InterestRates #HomeLoan #MortgageRates
When planning your business succession, tax relief can significantly reduce your tax liabilities, making the process of exiting your business more efficient and beneficial for all parties involved. To help you navigate these options and make the most of them, read our article where we explain each tax relief in detail, guiding you towards a seamless and financially sound transition. 🔗 Read the full blog by clicking the link: https://bit.ly/46LgNxF #SuccessionPlanning #TaxReliefs #BusinessExit #BusinessSuccession
📊 TW Poll Time! Vote below ⬇️ As a business owner, exiting your business can be one of the toughest decisions you’ll make. Planning is the key to a smooth transition and with the right strategy, you can also leverage valuable tax relief. Contact us today for personalised guidance tailored to your unique situation. Alternatively, explore our blog, 𝗘𝘀𝘁𝗮𝘁𝗲 𝗮𝗻𝗱 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴, which aims to illuminate the key considerations and strategies that business owners need to successfully navigate this complex process. 🔗 Click the link to read it: https://bit.ly/46LgNxF
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A recent survey reveals that 27% of respondents in Ireland are strongly considering spending their retirement years abroad. 🌍 Interested in learning which destinations are most popular, how to prepare financially, the optimal retirement age, and the potential tax implications? Our latest article provides in-depth insights on these critical topics and more, offering practical advice that can help you make informed decisions about your retirement. Click the article below to read it 👇 #RetirementPlanning #FinancialPlanning #WealthManagement #PensionStrategy #InternationalRetirement #PensionPlanning