Holding Companies and Family Partnerships For Smart Tax Planning

Informed Decisions Independent Financial Planning & Money Podcast

Informed Decisions Independent Financial Planning & Money Podcast

Player FM - Internet Radio Done Right

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Ireland Economics

Lagt til eight år siden

Innhold levert av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The So What from BCG

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

for 7 dager siden18:09

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

for ca. et år siden 45:31

MP3•Episoder hjem

Who are OmniPro

2025 changes to tax planning

Business Structure planning

Holding companies

Non Business Assets

Family Partnerships

To learn more about OmiPro's services and contact John head to their website here: OmniPro Tax and Legal Limited

327 episoder

#Trading #Business #Entertainment #Investing #Personalfinance #Psychology #Ireland Economics #Ireland #Paddy Delaney (Parent #Qualified Planner #Paddy Delaney QFA RPA APA #Pension #Podcasting Education #Executive Coaching #Budget #Saving

Informed Decisions Independent Financial Planning & Money Podcast

Holding Companies and Family Partnerships For Smart Tax Planning

Informed Decisions Independent Financial Planning & Money Podcast

300 subscribers

published for ca. et år siden

Del

MP3•Episoder hjem

Who are OmniPro

2025 changes to tax planning

Business Structure planning

Holding companies

Non Business Assets

Family Partnerships

To learn more about OmiPro's services and contact John head to their website here: OmniPro Tax and Legal Limited

327 episoder

Alle episoder

1
Rental Income Tax Planning with Brendan Allen 1:11:15

for 1 day siden1:11:15

1:11:15

In this week's podcast, I chat with Brendan Allen a specialist in property tax. He is a Chartered Tax Accountant and Chartered Tax Advisor, and is the owner of Allen & Co Tax Accountants and Landlord Tax Returns and is passionate about tax talk. Key topics Intricacies of tax of landlords Landlord tax credit Rent pressure zones Pros & Cons Pensions Private landlord current situation I hope it helps! The Mysterious Affair at Styles The World According to Garp Link to our Blog in 2017 and our Podcast here Is It Profitable Being A Landlord??........The Maths! Blog 33 Link to Rental Income Stress Test Calculator Property Stress Test Calculator - Landlord Tax Returns - Landlord Accounts Landlord Tax Returns Brendan Allen LinkedIn Disclaimer…

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Building Olympic Resilience with David Gillick 1:04:06

for 8 dager siden1:04:06

1:04:06

On this week's podcast, episode 324, I chat with Olympian, David Gillick about resilience and his journey and how he got through some really dark days. Something we will experience as investors. David shares some fun and interesting stories David is one of Ireland most successful sprint athletes. He stepped off the track in 2013 after a successful athletics career which included winning Ireland’s first sprint gold medal in 76 years when winning the European Indoor 400m championships in 2005. He went on to retained his title in 2009 and became an Olympian in 2008. David currently works in a number of areas, mainly corporate wellness and performance. Consulting and supporting organisations, teams and individuals in realising their potential and operating efficiently and effectively to achieve their respective goals. I hope it helps. The Racket By Conor Niland Simon Sinek Start with Why Robin Sharma The Monk Who Sold His Ferrari Andre Agassi OPEN David Gillick website David Gillick LinkedIn @davidgillick On Instagram Disclaimer…

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US Market Warnings – And What We Can Do About It 45:52

for 14 dager siden45:52

45:52

There is more and more commentators shouting from the roof-tops about the massive growth of North American stock values and earnings over the past few years (since Covid really). I’ll explore what is and isn’t really happening, and what one’s practical options are. Specifically, the following are the claims/alarms being flagged; US Tech stocks have gone so incredibly well for several years, these companies, and the US is now over-priced and make up larger proportions of Globally Market than they ‘should’. The future expected returns from S&P500 as a whole, so people ‘should’ now re-allocate to Europe, Emerging Markets and other locations, for future returns I hope it helps. Disclaimer…

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EIIS Investing in Ireland with Kevin Canning 51:26

for 22 dager siden51:26

51:26

In this week's podcast I talk with Kevin Canning, Managing Director of Quintas Capital. Kevin specialises in private markets and is the Investment Director of The EIIS Innovation Fund managed by Quintas. He is a Chartered Accountant (ACA), a Chartered Tax Advisor (CTA), and a respected member of the Irish Tax Institute, underscoring his comprehensive understanding of finance and taxation. I hope you enjoy this interesting conversation. Key Topics What Quintas does EIIS Innovation Fund How private investing works Kevin Canning - Quintas Capital Kevin LinkedIn The Psychology of Money Disclaimer…

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Holding Companies and Family Partnerships For Smart Tax Planning 45:31

for 5 weeks siden45:31

45:31

In this week's podcast I chat to John Murphy a Director of OmniPro Tax and Legal Limited John is a Chartered Tax Adviser, who works with clients on income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. We talk about holding companies and family partnerships for smart tax planning. Key topics Who are OmniPro 2025 changes to tax planning Business Structure planning Holding companies Non Business Assets Family Partnerships To learn more about OmiPro's services and contact John head to their website here: OmniPro Tax and Legal Limited…

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Jordan Grumet Interview - Longevity, Health & Happiness 40:37

for 6 weeks siden40:37

40:37

In this week's podcast I talk to Dr. Jordan Grumet, about the topics he covers in his new book The Purpose Code. Bringing together the topics of longevity, health, purpose and money. The Purpose Code hopes to help you what purpose really is and the role it plays in our lives. Jordan’s podcast – Earn & Invest Jordan Grumet.com Disclaimer…

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What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison 25:07

for 7 weeks siden25:07

25:07

Planning for, and subsequently living (!) a dignified and choice-filled retirement is the biggest financial goal many of us have, or will have. It’s also a journey of uncertainties, and one of the biggest uncertanties is market volatility, both positive and negative. We have experienced such positive market growth in the past 2 years in particular. So, in the interest of being prepared financially and mentally :), in this week's podcast I explore the impact of the stock market having an illustrative 30% decline in 2025. This is not a prediction of market mayhem this year, it's a premortem to allow us consider what it might mean for us, how we might or might not react, in order to deliver better outcomes for you. I hope it helps. Disclaimer…

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Tax Rates for Retirees in Ireland (2025) 21:33

for 11 weeks siden21:33

21:33

In this week's podcast, the last for 2024 I talk about Tax Rates for Retirees in Ireland (2025). We spend a lot of time planning, analysing and accumulating retirement assets, often without clarity on the tax rates for retirees in Ireland! Time to start fixing that dear listener. Planning take-home retirement income requires careful consideration of tax bands, credits, and income sources. In 2025, singles and couples can benefit from expanded tax bands and additional credits from 2024, which can and will positively affect their take-home income I hope it helps Disclaimer…

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Should I Stay Invested When Markets Are At All-Time Highs? 21:41

for 12 weeks siden21:41

21:41

In this week's podcast, I talk about should I stay invested when markets are at all time highs, is something many will rightly ask. And here is the data to show it; S&P 500 is at 6,090 right now (all-time high) Eurostoxx at 4,980 now (whisker under all-time high) Nasdaq at 19,859 now (all-time high) Large sections of the global equity universe are at or just below all-time highs. Does this mean there is a massive correction coming? Should I move to cash or some other low volatility asset class to protect my pot from a correction? Natural questions to ask. You probably know what my answer will be, but maybe don't know why it will be so. I hope it helps. Disclaimer…

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The 5 Benefits of Passive Index Investing in Ireland 23:33

for 13 weeks siden23:33

23:33

In this week's podcast, I talk about Index Investing in Ireland – A topic that will be of interest to all As you know at Informed Decisions, we believe in helping build a secure financial future through strategies grounded in research, not speculation. Today, I’d like to share why evidence-based investing, a disciplined approach driven by decades of data, stands out as one of the most reliable ways to achieve long-term financial success and security. Disclaimer…

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Investing for Income Independence with Steve Selengut 1:02:48

for 14 weeks siden1:02:48

1:02:48

In this week's podcast, Paddy chats with Steve Selengut, a.k.a The Income Coach about income generation strategies. An interesting and different approach. Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he dedicated to teaching investors how to more than double the income produced by their portfolios. Steve is the creator and instructor for the unique "Working Capital Model" portfolio operating system and the "Market Cycle Investment Management" methodology, both of which he developed back in the 1970s. Additionally, He introduced several proprietary concepts, including the QDI + PT, Smart Cash, The Investor's Creed, and Base Income. Steve also developed the Investment Grade Value Stock (IGVSI) identification system. Key topics: Steve's 4 basic principles What's it is like in Ireland Profit taking Comparing Ireland & US investing systems Distribution income Sustainable income I hope it helps! Disclaimer Interviewee refers to Closed End Funds which have a very particular set of Pros and Cons. As always, due your own due diligence, and anything discussed is not a recommendation or endorsement. Closed-End Funds: Definition, Pros & Cons | Seeking Alpha Steve Selengut The Income Coach Retirement Money Secrets by Steve Selengut Jack Reacher Novels…

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Investment Options in Ireland & What It Says About You! 29:44

for 15 weeks siden29:44

29:44

In this week's podcast, I talk about investment options in Ireland. There are a bucket-load of investment options in Ireland. It is one of the biggest questions we see and hear from people. Yet, the landscape is fairly straight-forward once we get your head around it. Plus, the route someone will take with their investments is often not led by logic, but by their internal biases. The same occurs when one is choosing their next car to buy! Show me someone's car, and I'll tell you what kind of investments they have! So much so, I'll go on record as saying; "The type of car you drive is a lead indicator of the type of investments options you choose" -Paddy Delaney :) And to jump right-in, here is how I see the investment routes comparing to cars on the Irish roads!!..... Discretionary Investment Manager = BMW Life Insurance Investment Product = Volkswagen Advised Investment Platform = Honda Civic This week, having had time to do so, I share: The main investment options in Ireland (via personal & corporate investment and/or pensions) How they compare to the car you might (or might not) drive, and why.... I hope it helps! Disclaimer…

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Protection Questions When Approaching Retirement With Nick McGowan 53:41

for 16 weeks siden53:41

53:41

In this week's podcast I speak with Nick McGowan from Lion.ie about protection from all angles. Particularly chatting about questions that often come up from those that are approaching or just starting retirement. Lion.ie is a bespoke protection advisor based in Tullamore that advises on all areas of protection - mortgage, life insurance, income protection, serious illness cover, etc. Lion offers advise to all but specialise in helping those with health issues get protection at the lowest cost. Key topics: Should we keep life insurance cover Is there a financial need Section 72 policies Death in Service Benefits while employed Income protection I hope it helps. The Trading Game by Gary Stevenson Lion.ie…

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How Much Income Will €1 Million Generate in Retirement? 28:27

for 17 weeks siden28:27

28:27

In this week's podcast, I talk about how much income will €1 million generate in retirement. Planning for retirement in Ireland involves making important decisions about how to generate reliable income from your pension savings (assuming you use pensions as part of your strategy!). We're going to take the case of our illustrative friend, Harry Houdini, who managed to escape from high-strain corporate role at the ripe young age of 55! Key points: Buying an Annuity to generate income Using an Approved Retirement Fund (ARF) instead Pension drawdown considerations How much income will a €1 million pension pot generate? How do you make it last? I hope it helps!…

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Property Investing Tax Considerations with Paul Molloy 54:39

for 19 weeks siden54:39

54:39

In this week's podcast, I chat with Paul Molloy from Box Clever Tax. His motto is "to help clients pay the correct and lowest amount of tax possible." #Please do check some comments made around tax rates & rules, and what is and is not allowable for tax relief, as these are important considerations# We have a chat about owning investment via a company or in our personal names and the tax considerations around that. Key topics Investing in property Air B & B taxation Pensions and the fact that he's not a fan (we'll agree to disagree) I hope it helps. Box Clever Tax Atomic Habits by James Clear Paul on LinkedIn…

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