Every October, the global financial planning community comes together to celebrate World Financial Planning Day (WFPD), a day dedicated to raising awareness about the transformative power of financial planning and the professionals who make it happen.

At Trust Matters, we believe that trust isn’t just a word, it’s a promise. This month, we’re proud to share that this promise has once again been recognised at the highest level as we have been awarded the Business All-Star Accreditation for the sixth year in a row by the All-Ireland Business Foundation (AIBF).

As a company director or shareholder in Ireland, your financial landscape differs significantly from that of PAYE employees, bringing unique opportunities and challenges around income, tax, investments, and retirement. This guide outlines practical strategies to help you manage these complexities, protect your wealth, and make informed long-term decisions.

For every successful business owner in Ireland, there eventually comes a fork in the road. You’ve built something meaningful. You’ve taken the risks, survived the setbacks, and nurtured growth. But as the business matures, a new kind of challenge emerges… what next?

When transferring wealth in Ireland, whether during a lifetime or upon death, it's important to understand how Capital Acquisitions Tax (CAT) applies. This tax is charged on gifts and inheritances, and it affects both the giver (disponer) and the recipient (beneficiary).

As we reach the halfway point of the year, June is the perfect time to pause and reflect on your financial progress. Whether you have a personal investment portfolio, are building your pension for retirement, or managing your long-term goals in mind, this 5-step mid-year checklist will help you stay focused and financially agile.