Ask About Wealth

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
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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CAT threshold changes and why your will may already be out of date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.
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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
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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: emmet@mywallst.com
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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.
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