Trust Matters Earn AIBF Award of Excellence For Outstanding Contribution To The Environment
Trust Matters Earn All Ireland Business Foundation’s Award of Excellence For Outstanding Contribution To The Environment.
Senior financial advisor with 17 years experience in the Life and Pensions industry, specialising in wealth management services. "I love working for a company where the needs and wants of its clients are paramount to every decision made within the organisation."
Trust Matters Supports Breast Cancer Awareness Month
October is more than just a month of falling leaves and pumpkins; it’s Breast Cancer Awareness Month. This annual campaign aims to increase awareness about breast cancer, promote early detection, and raise funds for research and support for those affected by this disease. A startling fact is that every 29 seconds someone in the world…
What the Debt Ceiling Crisis Means for Financial Planning
A hot topic in markets right now is that of the “debt ceiling” and how we can plan financially amid the ongoing political stalemate. What is the ‘debt ceiling’? The debt ceiling is a US legislative limit on the amount of national debt that can be incurred by the U.S. Treasury, thus limiting how much…
Trust Matters Supports All Ireland Business Summit
Trust Matters Joins as an Event Supporter with Ireland’s Premier Business Event, the All-Ireland Business Summit Trust Matters is proud to announce its support of the All-Ireland Business Summit as an event supporter on May 10th at Croke Park. The summit will bring together hundreds of CEOs, business owners, and leaders to expand their networks…
4 Tips To Improve Your Financial Outlook
According to a recent PwC consumer survey for Ireland almost half of Irish consumers say they are either extremely or very concerned about their personal finances, and three-quarters of the survey have cut back or stopped non-essential spending altogether. It can be hard to turn these concerns around but as financial planners, our job is to help…
Tax me once shame on you, tax me twice, shame on me
When it comes to the future, many business owners and investors I meet are mainly concerned with growing their investments more and more throughout their lives with visions of a healthy retirement nest egg. Of lesser concern are the implications that go with the level of growth achieved, and what happens to the nest egg when they themselves go through the pearly white gates. Fair enough you might…
Family Protection Plan: What You Need to Know
Whether you’ve just had your first baby, or you already have a mini football team, you’ll know that parenthood is life-changing. Your time is no longer your own, life is always busy, and you hardly see your own income. With 100% focus on raising your little ones, it’s easy to become a second-class citizen in…
5 Things to Financially Plan for at 50
Let’s face it, we’ve all had the ‘what would you do if you won the lotto’ conversation? Tales of sunny islands, spectacular parties and substantial sharing of funds among friends and family normally spring to the top of that wistful and dreamy list. Without comparing winning the lotto to your retirement years, after 40 – 50…
What is IORPs II?
The IORP II directive set down modernised rules for EU pension funds to better protect pension scheme members & their beneficiaries. What is the significance for Irish Pension Schemes? IORP II was transposed into Irish law in April 2021. The changes introduced have a significant impact on the role of trustees of occupational pension schemes…