Holding Companies and Family Partnerships For Smart Tax Planning

Informed Decisions Independent Financial Planning & Money Podcast

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Ireland Economics

تمت الإضافة منذ قبل eight عام

المحتوى المقدم من Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

التشغيل لاحقا

قوائم

إعجاب

احب

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 45:31

MP3•منزل الحلقة

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

326 حلقات

#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

Holding Companies and Family Partnerships For Smart Tax Planning

Informed Decisions Independent Financial Planning & Money Podcast

300 subscribers

published منذ عام واحد

MP3•منزل الحلقة

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

326 حلقات

كل الحلقات

Informed Decisions Independent Financial Planning & Money Podcast

1
Building Olympic Resilience with David Gillick 1:04:06

منذ 5 أيام1:04:06

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
US Market Warnings – And What We Can Do About It 45:52

منذ 10 أيام45:52

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
EIIS Investing in Ireland with Kevin Canning 51:26

منذ 19 يومًا51:26

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
Holding Companies and Family Partnerships For Smart Tax Planning 45:31

منذ 5 weeks45:31

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
Jordan Grumet Interview - Longevity, Health & Happiness 40:37

منذ 6 weeks40:37

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison 25:07

منذ 7 weeks25:07

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
Tax Rates for Retirees in Ireland (2025) 21:33

منذ 11 weeks21:33

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
Should I Stay Invested When Markets Are At All-Time Highs? 21:41

منذ 12 weeks21:41

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
The 5 Benefits of Passive Index Investing in Ireland 23:33

منذ 13 weeks23:33

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…

Informed Decisions Independent Financial Planning & Money Podcast

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

منذ 14 weeks1:02:48

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
Investment Options in Ireland & What It Says About You! 29:44

منذ 15 weeks29:44

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
Protection Questions When Approaching Retirement With Nick McGowan 53:41

منذ 16 weeks53:41

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…

Informed Decisions Independent Financial Planning & Money Podcast

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

منذ 16 weeks28:27

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!…

Informed Decisions Independent Financial Planning & Money Podcast

1
Property Investing Tax Considerations with Paul Molloy 54:39

منذ 19 weeks54:39

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…

Informed Decisions Independent Financial Planning & Money Podcast

1
How Much Do I Need To Retire Comfortably in Ireland? Craggy Island Style... 29:20

منذ 20 weeks29:20

29:20

If you're like most people we work with, as you approach retirement , you've probably found yourself asking the question: 'How much do I need to retire comfortably?' It’s one of the most common questions we get here at Informed Decisions, and it’s a crucial one to address, especially with the financial landscape constantly shifting! In this podcast, we’ll break it down step by step, using an example to give you a practical sense of what your retirement might look like financially, based on prudent and best-available assumptions. I hope it helps.…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.