Aimee

About Aimee Whelan

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So far Aimee Whelan has created 53 blog entries.

“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 Ireland”. Among many [...]

2024-09-02T15:32:09+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, Planning|

Bare Trust: Everything you Need to Know

Many parents are concerned about the pension landscape that will exist when their children come to retire. In the future, their children may not be able to rely on generous State provision or tax incentives that exist today. At present, it is not possible in Ireland to establish a [...]

2024-08-26T08:22:12+00:00August 7, 2024|Taxation|

How To Pay Less Tax (As An Employee) In Ireland

If there’s one thing that Irish workers would like to be paying less of, it’s tax. In 2024, a single worker will enter the higher income tax bracket of 40% as soon as he/she starts earning in excess of €42,000. Ireland arguably has one of the most progressive income [...]

2024-07-30T13:27:16+00:00July 30, 2024|Taxation|

Fixing Pensions In Ireland

There are many problems that exist within the Irish pension ecosystem.  When compared to the pension systems of, say, the U.S and the UK, Ireland’s pension system appears to be archaic at the best of times.  If it were a case of “if it ain’t broke don’t fix it” [...]

2024-07-03T13:51:38+00:00July 3, 2024|Pension Information|

What Budget 2024 Means for Your Retirement

Every budget means something for your retirement and, of course, that much-valued pension you worked so hard to earn during your working life. The Minister for Finance delivered the 2024 Budget to the Dail in October 2023 with a few changes to pensions and retirement in there as well. [...]

2024-06-13T15:12:41+00:00June 13, 2024|News|

Tax On Investments & Savings Ireland

Benjamin Franklin once said that “in this world nothing can be said to be certain, except death and taxes”. Indeed, Irish tax residents are all too familiar with the Exchequer taking a sizable share from their hard-earned income and gains.  The most common form of taxation that the average [...]

2024-05-30T12:48:18+00:00May 30, 2024|Pension Investment, Taxation|