Ask About Wealth

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.
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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.
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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.
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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.
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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
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