Latest Insights
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.
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