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Ask About Wealth

Ask About Wealth

NovoTax-Efficient Investing in Ireland: SURE, EIIS and the New State Savings Scheme23 de outubro de 2026 · 37 min
Episódios
73
Publicação
semanal
Último episódio
23 out 2026

Sobre o podcast

Ireland’s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system.

Hosted on Acast. See acast.com/privacy for more information.

Episódios 73

  1. Tax-Efficient Investing in Ireland: SURE, EIIS and the New State Savings Scheme

    37 min

    For a 1:1 consultation with Paul: https://askaboutwealth.ie/consultancy In this week's episode Paul is joined by Dave O’Brien (Head of Tax at Xeinadin) and Kevin Canning (CEO of Quintas Capital) for a …

    Notas do episódio

    For a 1:1 consultation with Paul: https://askaboutwealth.ie/consultancy


    In this week's episode Paul is joined by Dave O’Brien (Head of Tax at Xeinadin) and Kevin Canning (CEO of Quintas Capital) for a straight-talking conversation on tax-incentivised investing in Ireland.


    Some highlights:

    - Why Angel Investor relief and SURE sound great but are barely used

    - The new State Savings Scheme: who might benefit, and what we still don’t know

    - Pensions vs EIIS: why the order matters

    - How business owners can use EIIS to extract cash from trading or holding companies

    Hosted on Acast. See acast.com/privacy for more information.

  2. Private Equity and Venture Capital Explained: Risk, Returns and Portfolio Construction

    54 min

    This week Paul is joined by Alan Merriman, founder of Elkstone, for an educational conversation on private equity and venture capital, an asset class that’s becoming more accessible to Irish investors but is …

    Notas do episódio

    This week Paul is joined by Alan Merriman, founder of Elkstone, for an educational conversation on private equity and venture capital, an asset class that’s becoming more accessible to Irish investors but is still widely misunderstood.


    Some highlights:

    - How venture capital fits within private equity

    - Why 87% of global market value sits in private companies, not public ones

    - Alan’s view on what percentage of a portfolio makes sense for private equity

    - Why a portfolio of 25 to 30 venture companies behaves very differently to a single bet

    - The reality of liquidity, time horizons, and risk


    A straightforward, educational conversation for anyone looking to understand private equity before considering whether it has a place in their own portfolio.


    For a 1:1 consultation and more: https://askaboutwealth.ie/consultancy

    Hosted on Acast. See acast.com/privacy for more information.

  3. Budget 2027: New Savings Scheme, CAT/CGT Changes and What It Means for High Earners

    25 min

    For a 1:1 consultation with Paul: https://askaboutwealth.ie/consultancyIn this special Budget 2027 episode, Paul cuts through the noise and focuses on what the budget means for building and protecting …

    Notas do episódio

    For a 1:1 consultation with Paul: https://askaboutwealth.ie/consultancy


    In this special Budget 2027 episode, Paul cuts through the noise and focuses on what the budget means for building and protecting wealth.


    Highlights include:

    • The new government savings scheme vs deemed disposal and CGT (one scheme per taxpayer, so plan for the whole household)
    • EIIS, SURE and angel investor relief extensions
    • Minimum wage rises and the smarter, tax-efficient ways to pay staff
    • R&D tax credits jumping from €87,500 to €105,000
    • CAT threshold changes and why your will may already be out of date
    • Why electric vehicles remain one of the best tax plays for company owners, even with reduced reliefs


    Budget 2027 isn't a giveaway. It's a promise to take less. For anyone with surplus income, the real opportunity is turning that into an investment plan, not lifestyle creep.

    Hosted on Acast. See acast.com/privacy for more information.

  4. Get 50% Tax Relief by Backing Irish Businesses (EIIS Explained)

    45 min

    For an introduction to discuss EIIS: https://askaboutwealth.ie/professionals/eiis With tax season approaching, the Ask About Wealth podcast revisits Ireland’s Employment Investment Incentive Scheme (EIIS) with …

    Notas do episódio

    For an introduction to discuss EIIS: https://askaboutwealth.ie/professionals/eiis


    With tax season approaching, the Ask About Wealth podcast revisits Ireland’s Employment Investment Incentive Scheme (EIIS) with Kevin Canning, CEO of Quintas Capital to unpack how the Scheme works and how you might benefit from it.


    Highlights include:


    - How to get up to 50% tax relief on your investment

    - Investment limits and the typical investor profile

    - Fund vs direct investment and why due diligence matters

    - How company directors can use EIIS to extract cash tax-efficiently

    - What Quintas invests in and how they protect investors on exit

    Hosted on Acast. See acast.com/privacy for more information.

  5. How to Build Wealth Through the Stock Market

    44 min

    For a 1:1 Consultation With Paul - https://askaboutwealth.ie/consultancyIn this episode, Paul is joined by Emmet Savage, co-founder and Chief Investment Officer of MyWallSt, for a conversation about how …

    Notas do episódio

    For a 1:1 Consultation With Paul - https://askaboutwealth.ie/consultancy


    In this episode, Paul is joined by Emmet Savage, co-founder and Chief Investment Officer of MyWallSt, for a conversation about how ordinary people can build real wealth through the stock market.


    Emmet shares the framework he's refined over decades: what a stock looks like before hypergrowth, why you should never keep clipping your winners, why losses are simply part of the game, and why you need less than 1% of your waking hours to get started.


    To Get In Contact With Emmet: [email protected]

    Hosted on Acast. See acast.com/privacy for more information.

  6. Why Property Investing is Terrible For The Average Taxpayer

    15 min

    Book a one-to-one consultation with Paul - https://askaboutwealth.ie/consultancyIn this episode, Paul walks through a real consult where an "8% rental yield" turned out to be a real return of just 1.33% once …

    Notas do episódio

    Book a one-to-one consultation with Paul - https://askaboutwealth.ie/consultancy


    In this episode, Paul walks through a real consult where an "8% rental yield" turned out to be a real return of just 1.33% once tax, costs and inflation were stripped out. The numbers don't lie, and the headline yield the seller quotes is rarely the return you actually get.


    In this episode, he covers how to turn property from a poor investment into a powerful one, including HMOs, buying inside your pension fund, interest-only loans, the capital allowances 95% of landlords never claim, and the corporate and local authority tenants most investors completely overlook.


    If you own a rental property, or you're thinking of buying one, this is the episode to watch before you do anything else.

    Hosted on Acast. See acast.com/privacy for more information.

  7. How to Reduce Your Tax Bill to 0%

    15 min

    Book a one-to-one with Paul at https://askaboutwealth.ie/consultancyIn this episode, Paul walks through a real-world example of how financial planning can lead to a massive reduction in the tax you pay. Paul …

    Notas do episódio

    Book a one-to-one with Paul at https://askaboutwealth.ie/consultancy


    In this episode, Paul walks through a real-world example of how financial planning can lead to a massive reduction in the tax you pay.


    Paul explains the difference between a salesperson and a true planner, and how dovetailing reliefs can drop your effective tax rate to as low as 0%. He also covers why surplus cash on your company balance sheet is a hidden risk, how it can disqualify you from Entrepreneur and Retirement Relief.


    If you're a business owner, high earner or anyone with surplus income, this is the kind of planning the high-street market won't show you.

    Hosted on Acast. See acast.com/privacy for more information.

  8. Over 75% Of People Are Paying Too Much For Health Insurance

    39 min

    For a 1:1 consultation with Paul - https://askaboutwealth.ie/consultancyThis week, Paul hosts Ger Conalty, Head of Health Insurance Services at SYS, to explain that reviewing health insurance is about more than …

    Notas do episódio

    For a 1:1 consultation with Paul - https://askaboutwealth.ie/consultancy


    This week, Paul hosts Ger Conalty, Head of Health Insurance Services at SYS, to explain that reviewing health insurance is about more than saving money, it’s about getting the right cover for your needs and life stage.

    Hosted on Acast. See acast.com/privacy for more information.

  9. Where Should You Invest a Lump Sum?

    16 min

    For a 1:1 consultation and more - https://askaboutwealth.ie/consultancyIn this episode Paul looks back at 10 years of returns across the four main asset classes and reveals why two of them actually lost money …

    Notas do episódio

    For a 1:1 consultation and more - https://askaboutwealth.ie/consultancy


    In this episode Paul looks back at 10 years of returns across the four main asset classes and reveals why two of them actually lost money in real terms once inflation is stripped out.


    But the real question isn't "what's the best investment?". It's "what's the best investment for me?" Your age, timeframe, existing assets and tax position change the answer completely. And as always, tax is the silent killer of returns.

    Hosted on Acast. See acast.com/privacy for more information.

  10. Leaving Ireland to Avoid Tax

    42 min

    Book a 1:1 consultation with Paul and more: https://askaboutwealth.ie/consultancyIf you would like to get in touch with Steph you can do so here:Contact: https://expattaxes.ie/Linkedin …

    Notas do episódio

    Book a 1:1 consultation with Paul and more: https://askaboutwealth.ie/consultancy


    If you would like to get in touch with Steph you can do so here:

    Contact: https://expattaxes.ie/

    Linkedin: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/


    In this weeks episode Paul talks to Steph Wickham, Expat Taxes Founder & Award-Winning International Expat Tax Specialist, about Irish tax for anyone moving to or from Ireland. We cover how residency, ordinary residency and domicile shape your tax exposure, the reach of ordinary residency after you leave, common myths around double tax agreements and much more.

    Hosted on Acast. See acast.com/privacy for more information.

  11. How Much You Need To Retire Early

    15 min

    Start Your Financial Plan - https://askaboutwealth.ie/consultancyForget generic figures like "€1 million". Your number depends on being able to answer 5 core questions discussed in this episode. Get these five …

    Notas do episódio

    Start Your Financial Plan - https://askaboutwealth.ie/consultancy


    Forget generic figures like "€1 million". Your number depends on being able to answer 5 core questions discussed in this episode. Get these five right, and you have a real target to plan towards.

    Hosted on Acast. See acast.com/privacy for more information.

  12. The 5 Biggest Tax Mistakes Irish High Earners Make (And How to Fix Them)

    15 min

    For a 1:1 Consultation - https://askaboutwealth.ie/consultancyRevenue says Irish taxpayers are leaving between €400 and €600 million unclaimed every year. In this episode, I break down the five biggest mistakes …

    Notas do episódio

    For a 1:1 Consultation - https://askaboutwealth.ie/consultancy


    Revenue says Irish taxpayers are leaving between €400 and €600 million unclaimed every year. In this episode, I break down the five biggest mistakes I see high earners making, and what to do about each one.


    00:00 The Tax Gap

    00:52 Pensions vs Mortgage Repayment vs Investing

    03:25 Accountants vs Tax Planning

    06:23 When to Go Limited

    09:43 Estate Planning

    12:50 Review The Plan

    14:23 Next Steps

    Hosted on Acast. See acast.com/privacy for more information.

  13. Get the Best Property For Your Money: The Complete 8-Step Guide

    14 min

    Free Tools, Report & Broker Introduction Here - https://linktr.ee/ask.about.propertyMost Irish property buyers use mortgages but often miss steps that could save money and improve long-term wealth. This episode …

    Notas do episódio

    Free Tools, Report & Broker Introduction Here - https://linktr.ee/ask.about.property


    Most Irish property buyers use mortgages but often miss steps that could save money and improve long-term wealth. This episode shares an eight-step checklist that will help you make the right decisions every step of the way.

    Hosted on Acast. See acast.com/privacy for more information.

  14. Borrowing Money Against Your Assets

    33 min

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancyThis week, Paul sits down with Shane O' Neill from Swissquote to unpack how custody fees quietly erode your wealth …

    Notas do episódio

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy


    This week, Paul sits down with Shane O' Neill from Swissquote to unpack how custody fees quietly erode your wealth, what a transparent trading fee actually looks like, and how a Lombard loan lets you access cash from your portfolio without selling up or triggering a tax bill.

    Hosted on Acast. See acast.com/privacy for more information.

  15. Trust Funds Are Not Just For The Rich and Famous

    15 min

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancyTrust funds separate ownership from control and can help protect young or special-needs beneficiaries, keep assets …

    Notas do episódio

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy


    Trust funds separate ownership from control and can help protect young or special-needs beneficiaries, keep assets managed responsibly, and support inheritance-tax planning.


    The episode compares fixed trusts with discretionary trusts, explains will trusts, and highlights key insights, like capital gains tax on lifetime transfers, CGT uplift on death, and how transferring a home may avoid CGT and affect “Fair Deal” planning.


    00:00 Trust Funds Explained

    00:52 Why Use a Trust

    01:47 Fixed Trust Basics

    02:58 Special Needs Planning

    05:29 Fixed Trust Tax Perks

    06:21 Discretionary Trust

    08:09 Trustee Incentives Warning

    09:29 Discretion Benefits

    10:18 Will Trusts

    12:09 Cautions and Tax Traps

    13:11 Home Transfers and Fair Deal

    14:36 Final Takeaways

    Hosted on Acast. See acast.com/privacy for more information.

  16. How to Get a Better Return on Your Savings

    34 min

    Book a 1:1 Consultation & Financial Plan With Paul:https://askaboutwealth.ie/consultancyIn this episode of the Ask About Wealth Podcast, Paul speaks with Eoghan O’Hara, Country Head for Raisin Ireland. They …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul:

    https://askaboutwealth.ie/consultancy


    In this episode of the Ask About Wealth Podcast, Paul speaks with Eoghan O’Hara, Country Head for Raisin Ireland. They discuss why Irish household deposits earn very low interest, and the opportunity presented by the EU-wide deposit guarantee protection.

    Hosted on Acast. See acast.com/privacy for more information.

  17. How to Stop the Irish State Taking 33% Inheritance Tax

    25 min

    Book a 1:1 Consultation & Financial Plan With Paul:https://askaboutwealth.ie/consultancyIn this episode, we break down why inheritance tax can result in the same wealth being taxed twice, and why doing nothing …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul:

    https://askaboutwealth.ie/consultancy


    In this episode, we break down why inheritance tax can result in the same wealth being taxed twice, and why doing nothing is often the most expensive option of all.


    We cover:

    - Why inheritance tax can wipe out over 33% of a family estate, even after a lifetime of income and capital taxes

    - The key reasons to consider gifting assets during your lifetime, including protecting today’s thresholds and future growth

    - How control can be retained using trusts and family partnerships, while still reducing tax

    - Other powerful planning tools, including familial allowances, exempt assets, and Fair Deal planning

    Hosted on Acast. See acast.com/privacy for more information.

  18. Irish Property in 2026: What Buyers, Sellers, and Investors Need to Know

    44 min

    Book a 1:1 Consultation & Financial Plan With Paul:https://askaboutwealth.ie/consultancyGet a Free Mortgage Broker Consultation Here:https://www.askaboutproperty.ie/broker-consultationYou can get in contact …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul:

    https://askaboutwealth.ie/consultancy


    Get a Free Mortgage Broker Consultation Here:

    https://www.askaboutproperty.ie/broker-consultation


    You can get in contact with Ray here:

    https://raycooke.ie/


    This week, Paul is joined by Ray Cooke, CEO of Ray Cooke Auctioneers, to share what he is seeing on the ground in the Irish property market as we move through 2026.


    In this episode, we discuss:


    - Why are good properties selling quickly, and what buyers must have to be ready

    - The reality of supply and demand, and why stock exists but still feels scarce

    - Why landlords are leaving the market and what that means for rents and tenants

    - Residential vs commercial property, yield expectations, and how investors should think about risk

    Hosted on Acast. See acast.com/privacy for more information.

  19. Legal Pitfalls in Business and Succession

    33 min

    Book a 1:1 Consultation & Financial Plan With Paul:https://askaboutwealth.ie/consultancyYou can get in touch with Graham here:https://hanlonandco.com/In this episode of the Ask About Wealth podcast, we are …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul:

    https://askaboutwealth.ie/consultancy


    You can get in touch with Graham here:

    https://hanlonandco.com/


    In this episode of the Ask About Wealth podcast, we are joined by Graham Hanlon, a seasoned solicitor with over 30 years of experience. The discussion covers essential topics in financial planning, including the intricacies of probate law, the validity and impact of prenuptial agreements, and the importance of business agreements.


    Gain valuable insight into managing wealth and the legal planning involved.

    Hosted on Acast. See acast.com/privacy for more information.

  20. 8 Things to Do Before 2026 to Reduce Taxes

    30 min

    Book a 1:1 Consultation & Financial Plan With Paulhttps://askaboutwealth.ie/consultancyIn this episode, we provide a checklist of actions business owners and individuals can take before December 31, 2025, to …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul

    https://askaboutwealth.ie/consultancy


    In this episode, we provide a checklist of actions business owners and individuals can take before December 31, 2025, to maximise tax benefits. Key topics include clearing out company profits, utilising tax credits and allowances, maximising contributions to retirement schemes, and understanding the implications of capital gains tax and EIIS investments.


    Learn practical tips for leveraging pension contributions, tax-efficient bonuses, subsistence allowances, and tax loss harvesting. This guide offers valuable insights to help you minimise tax liabilities and optimise financial planning for the future.


    00:00 Introduction: Maximising Your Tax Benefits

    00:26 Clearing Out Your Profit: Why and How

    05:23 Utilising Small Benefit Exemptions (SBE)

    08:13 The Power of Pensions

    13:51 Understanding Subsistence Allowances

    19:02 Capital Gains Tax: What You Need to Know

    23:50 Employment Investment Incentive Schemes (EIIS)

    26:42 Conclusion: Effective Tax Planning

    Hosted on Acast. See acast.com/privacy for more information.

  21. The Future of Irish Pensions: Auto-Enrolment, Property & PRSAs

    48 min

    Book a 1:1 Consultation & Financial Plan With Paulhttps://askaboutwealth.ie/consultancyGet Unbiased Property Guidance and a Free Mortgage Consultationhttps://linktr.ee/ask.about.propertyThis week, we're joined …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul

    https://askaboutwealth.ie/consultancy


    Get Unbiased Property Guidance and a Free Mortgage Consultation

    https://linktr.ee/ask.about.property


    This week, we're joined once again by Aidan McLoughlin, Group Managing Director of ITC, to discuss the upcoming changes to pensions in Ireland and to help you better navigate these Changes.


    We discuss the significant recent change announced on August 15, which restricts transfers out of pension schemes post-normal retirement age (NRA), leading to lost benefits for members unaware of the change. Aidan also sheds light on the importance of seeking independent financial guidance to maximise pension benefits. This episode is a must-watch for anyone looking to optimise their pension schemes and stay informed about market changes.

    Hosted on Acast. See acast.com/privacy for more information.

  22. Avoiding Inheritance and Succession Pitfalls in Ireland

    38 min

    Book a 1:1 Consultation & Financial Plan With Paulhttps://askaboutwealth.ie/consultancyGet Unbiased Property Guidance and a Free Mortgage Consultationhttps://linktr.ee/ask.about.propertyYou can contact …

    Notas do episódio


    Book a 1:1 Consultation & Financial Plan With Paul

    https://askaboutwealth.ie/consultancy


    Get Unbiased Property Guidance and a Free Mortgage Consultation

    https://linktr.ee/ask.about.property


    You can contact Jacquelyn and learn more about The Journey here:

    https://thejourney.ie/


    In this episode, we are delighted to welcome Jacquelyn Dunne, solicitor at Dunne Solicitors and the creator of The Journey. Join us as we discuss the importance of having a will, explain who inherits what under intestacy laws, and the consequences of not having proper succession planning in place.

    Hosted on Acast. See acast.com/privacy for more information.

  23. The Future of the Irish Property Market

    42 min

    Book a 1:1 Consultation & Financial Plan With Paulhttps://linktr.ee/askaboutwealthGet Unbiased Property Guidance and a Free Consultationhttps://linktr.ee/ask.about.propertyYou can learn more about Gavin here …

    Notas do episódio

    Book a 1:1 Consultation & Financial Plan With Paul

    https://linktr.ee/askaboutwealth


    Get Unbiased Property Guidance and a Free Consultation

    https://linktr.ee/ask.about.property


    You can learn more about Gavin here:

    https://gavinjgallagher.com/


    In this episode of the Ask About Wealth Podcast, we welcome back Gavin J Gallagher, a seasoned property investor, coach, and mentor, as well as the presenter of the Behind the Facade podcast. We discuss significant changes coming to the property market, including the impact of the nationwide Rent Pressure Zone system, challenges for landlords, and upcoming regulations affecting property investments.

    Hosted on Acast. See acast.com/privacy for more information.

  24. Is Early Retirement Possible With FIRE?

    51 min

    Book Your 1:1 Consultation & Financial Planhttps://linktr.ee/askaboutwealthGet Unbiased Expert Property Guidancehttps://linktr.ee/ask.about.propertyYou can learn more about Michael and the F.I.R.E. movement …

    Notas do episódio

    Book Your 1:1 Consultation & Financial Plan

    https://linktr.ee/askaboutwealth


    Get Unbiased Expert Property Guidance

    https://linktr.ee/ask.about.property


    You can learn more about Michael and the F.I.R.E. movement here

    https://www.firepodcast.ie/


    In this episode of the Ask About Wealth Podcast, we welcome Michael Houghton, a prominent figure in the FIRE (Financial Independence Retire Early) movement.


    Michael shares his personal journey to becoming financially independent through strategic saving and investing. He talks about initial struggles, learning about financial independence, avoiding lifestyle inflation, and the role of property investments. Michael also discusses the importance of financial education, the pitfalls of bad advice, and how to balance work, life, and financial goals.

    Hosted on Acast. See acast.com/privacy for more information.

  25. Get Your Tax Back By Investing In EIIS

    50 min

    Book Your 1:1 Consultation & Financial Planhttps://linktr.ee/askaboutwealthGet Unbiased Expert Property Guidancehttps://www.askaboutproperty.ie/Understanding the Employment Investment Incentive Scheme (EIIS)In …

    Notas do episódio

    Book Your 1:1 Consultation & Financial Plan

    https://linktr.ee/askaboutwealth


    Get Unbiased Expert Property Guidance

    https://www.askaboutproperty.ie/


    Understanding the Employment Investment Incentive Scheme (EIIS)


    In this episode of the Ask About Wealth podcast we discuss the Employment Investment Incentive Scheme (EIIS). We delve into what EIIS tax breaks entail, the varying rates of tax relief, and the intricacies of investing in EIIS funds.


    This episode provides essential insights for investors looking to make informed decisions about EIIS investments and understand the broader implications of such schemes.

    Hosted on Acast. See acast.com/privacy for more information.

  26. Budget 2026 - New Tax Rules, New Opportunities

    18 min

    Book Your 1:1 Consultation & Financial Planhttps://linktr.ee/askaboutwealthGet Unbiased Expert Property Guidancehttps://www.askaboutproperty.ie/In this episode of the Ask About Wealth Podcast, we dive into the …

    Notas do episódio

    Book Your 1:1 Consultation & Financial Plan

    https://linktr.ee/askaboutwealth


    Get Unbiased Expert Property Guidance

    https://www.askaboutproperty.ie/


    In this episode of the Ask About Wealth Podcast, we dive into the 2026 budget with a focus on high earners and business owners. Key topics include income tax, changes to entrepreneurial relief, updates on research and development allowances, deemed disposal rates, and benefits of electric vehicles (EVs).


    We also discuss the impact of VAT rate changes on the hospitality sector. Learn how these aspects of the budget will affect your financial planning and wealth accumulation. Stay informed and discover legitimate ways to reduce your tax liabilities!

    Hosted on Acast. See acast.com/privacy for more information.

  27. The BIGGEST Budget Mistakes Ireland Ever Made

    17 min

    In this episode, we delve into the 3 worst historical budget decisions and the 3 best, we also look at current opportunities that came out of past budgets are still available. Discover how these decisions have …

    Notas do episódio

    In this episode, we delve into the 3 worst historical budget decisions and the 3 best, we also look at current opportunities that came out of past budgets are still available. Discover how these decisions have shaped the economy and what lessons they provide for future budget considerations.


    00:00 Introduction to the Irish Budget

    00:26 Historical Budget Highlights

    00:39 Top Three Budget Rules and Regulations

    03:02 Impact of Tax Incentives on Property Development

    05:55 Special Savings Investment Accounts

    08:05 The Worst Budget Decisions

    14:47 Current Tax Concessions and Future Planning

    16:11 Conclusion and Upcoming Content


    Subscribe to stay updated on the latest budget news and insights.


    🇮🇪 Ask About Wealth helps high-earners in Ireland keep & grow wealth

    📱 Book a 1-1 consult & financial plan

    🔑 Join the Masterclass

    ✉️ Join the newsletter

    https://linktr.ee/askaboutwealth

    Hosted on Acast. See acast.com/privacy for more information.

  28. How to Legally Avoid Inheritance Tax in Ireland

    30 min

    Navigating Ireland's Most Unfair Tax: 9 Strategies to Minimise Inheritance and Gift TaxIn this episode of the Ask About Wealth podcast, we delve into the complexities of Ireland's inheritance and gift tax …

    Notas do episódio

    Navigating Ireland's Most Unfair Tax: 9 Strategies to Minimise Inheritance and Gift Tax


    In this episode of the Ask About Wealth podcast, we delve into the complexities of Ireland's inheritance and gift tax, detailing its history, current rates, and thresholds. We explain why this tax is considered unfair and higher than ever, largely due to thresholds that haven't kept pace with inflation.


    Moreover, we highlight nine legitimate methods to avoid or minimise this tax, including key reliefs such as Dwelling House Relief, Agricultural Relief, and Business Assets Relief. Additionally, we cover Section 72 insurance policies to manage tax liabilities efficiently. Tune in to learn how effective financial planning can significantly reduce your tax burden.


    🇮🇪 Ask About Wealth helps high-earners in Ireland keep & grow wealth

    📱 Book a 1-1 consult & financial plan

    🔑 Join the Masterclass

    ✉️ Join the newsletter

    🎙️ Listen to the pod


    https://linktr.ee/askaboutwealth

    Hosted on Acast. See acast.com/privacy for more information.

  29. The Ultimate Roadmap for High Income Earners

    25 min

    In this episode, we explore the essential steps for high earners in Ireland to transform their income into lasting wealth.This comprehensive guide is aimed at helping you achieve the best financial outcome for …

    Notas do episódio

    In this episode, we explore the essential steps for high earners in Ireland to transform their income into lasting wealth.


    This comprehensive guide is aimed at helping you achieve the best financial outcome for your unique circumstances, with practical insight and strategies tailored for high earners.


    🇮🇪 Ask About Wealth helps high-earners in Ireland keep & grow wealth

    📱 Book a 1-1 consult & financial plan

    🔑 Join the Masterclass

    ✉️ Join the newsletter

    🎙️ Listen to the pod


    https://linktr.ee/askaboutwealth

    Hosted on Acast. See acast.com/privacy for more information.

  30. How to Start an Irish Property Portfolio

    21 min

    Are you interested in securing a mortgage for an investment property with a premium broker? Ask About Wealth has partnered with several of Ireland's top brokers. If you'd like to be introduced to one, you can …

    Notas do episódio

    Are you interested in securing a mortgage for an investment property with a premium broker? Ask About Wealth has partnered with several of Ireland's top brokers. If you'd like to be introduced to one, you can submit a request here: https://xep6a7it4qk.typeform.com/to/M04SxRkt


    In this episode, we explore how property investment has historically been a major wealth creator in Ireland and its potential to continue this trend in the future. Analysing recent data from the Central Bank of Ireland, we examine the substantial rise in property values and rental yields over the past decade. The video offers actionable guidance on understanding the true costs of property investment and the impact of different financing methods, cash, buy-to-let mortgages, and equity release on returns.


    Additionally, tax considerations and the benefits of investing through a pension fund are discussed to guide you in making informed property investment decisions.


    🇮🇪 Ask About Wealth helps high-earners in Ireland keep & grow wealth

    📱 Book a 1-1 consult & financial plan

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    🎙️ Listen to the pod


    https://linktr.ee/askaboutwealth

    Hosted on Acast. See acast.com/privacy for more information.

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