Aimee

About Aimee Whelan

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So far Aimee Whelan has created 60 blog entries.

ETF Tax In Ireland Might Be Changing

In February 2023, a headline appeared in the Irish Independent which read as follows:  “crippling 41% exit tax on funds to be reviewed, says Michael McGrath”.  At the time, Michael McGrath was Ireland’s Minister for Finance and he, following on from an initial announcement made by Paschal Donohoe the [...]

2024-11-21T13:21:53+00:00November 21, 2024|Taxation|

Pension Auto-Enrolment Scheme Delay

It appears that the pension auto-enrolment scheme announced with much fanfare by the Government faces further delays.  Now envisaged as beginning in 2025, pension auto-enrolment faces a number of hurdles before it can be up and running for employees. Auto-enrolment is intended to be one option in a range [...]

2024-11-19T11:27:04+00:00November 19, 2024|Pension|

Name Announced for Auto Enrolment Pension

Heather Humphries, the Minister for Social Protection, has announced the new name for Ireland’s long awaited auto enrolment pension scheme.  My Future Fund has been chosen as the “easy to remember” moniker, a move intended to make clear the purpose of the pension savings scheme ie. to save and [...]

2024-11-18T06:54:01+00:00November 18, 2024|Pension|

National Pension Helpline’s Budget 2025 Review

Budget 2025 has been widely advertised as offering “the largest social welfare package in the history of the State, providing €2.6 billion to assist households”.  While these seemingly “populist” budgets may prove beneficial when it comes to the polling stations, there’s a real question mark around whether they actually [...]

2024-10-11T13:02:54+00:00October 11, 2024|News|

State Pension in Ireland FAQ 2024

If you are planning your income in retirement, you may have a lot of questions about the State pension in Ireland.  Here are some of the most commonly asked questions about the State pension in Ireland so that you will have the knowledge you need to make informed decisions [...]

2024-09-16T19:22:46+00:00September 15, 2024|State Pension|

Estate Planning in Ireland

Article disclaimer: Inheritance tax has been confirmed by Minister for Finance Jack Chambers to be subject to change as part of Budget 2025. As such, the details contained within this article will likely change post-October 1st 2024. Stay tuned for updates. We’re all aware of [...]

2024-09-12T16:34:17+00:00September 12, 2024|Taxation|

“Fixing” Ireland’s Taxation of Investments

In 2022, the Commission on Taxation and Welfare published a report entitled “Foundations of the Future”.  That report analysed many aspects of Ireland’s taxation system and made recommendations to the Government based on the Commission’s objective to “examine the suitability and sustainability of the taxation and welfare systems in [...]

2024-09-12T16:09:39+00:00September 2, 2024|Taxation|

New study looks into post retirement expenditure

A recent survey carried out by Royal London Ireland, who provide pensions, personal and business protection in Ireland, looked at respondents’ expectations around funding their retirement. The survey results suggested that almost half of the survey respondents (45%) expect their sixties to be the most expensive decade of their [...]

2024-08-26T08:47:29+00:00August 8, 2024|News|