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Ask About Wealth

Ask About Wealth

Ireland’s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system. Hosted on Acast. See acast.com/privacy for more information.

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10

Get the Best Property For Your Money: The Complete 8-Step Guide

Get the Best Property For Your Money: The Complete 8-Step Guide

<p>Free Tools, Report & Broker Introduction Here - https://linktr.ee/ask.about.property</p><br><p>Most Irish property buyers use mortgages but often miss steps that could save money and improve long-term wealth. This episode shares an eight-step checklist that will help you make the right decisions every step of the way.</p><p > Hosted on Acast. See acast.com/privacy for more information.</p>

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Borrowing Money Against Your Assets

Borrowing Money Against Your Assets

<p>Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy</p><br><p>This week, Paul sits down with Shane O' Neill from Swissquote to unpack how custody fees quietly erode your wealth, what a transparent trading fee actually looks like, and how a Lombard loan lets you access cash from your portfolio without selling up or triggering a tax bill.</p><p > Hosted on Acast. See acast.com/privacy for more information.</p>

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Trust Funds Are Not Just For The Rich and Famous

Trust Funds Are Not Just For The Rich and Famous

<p>Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy</p><br><p>Trust funds separate ownership from control and can help protect young or special-needs beneficiaries, keep assets managed responsibly, and support inheritance-tax planning.</p><br><p>The episode compares fixed trusts with discretionary trusts, explains will trusts, and highlights key insights, like capital gains tax on lifetime transfers, CGT uplift on death, and how transferring a home may avoid CGT and affect “Fair Deal” planning.</p><br><p>00:00 Trust Funds Explained</p><p>00:52 Why Use a Trust</p><p>01:47 Fixed Trust Basics</p><p>02:58 Spec...

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How to Get a Better Return on Your Savings

How to Get a Better Return on Your Savings

<p>Book a 1:1 Consultation & Financial Plan With Paul:</p><p>https://askaboutwealth.ie/consultancy</p><br><p>In this episode of the Ask About Wealth Podcast, Paul speaks with Eoghan O’Hara, Country Head for Raisin Ireland. They discuss why Irish household deposits earn very low interest, and the opportunity presented by the EU-wide deposit guarantee protection.</p><p > Hosted on Acast. See acast.com/privacy for more information.</p>

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How to Stop the Irish State Taking 33% Inheritance Tax

How to Stop the Irish State Taking 33% Inheritance Tax

<p>Book a 1:1 Consultation & Financial Plan With Paul:</p><p>https://askaboutwealth.ie/consultancy</p><br><p>In this episode, we break down why inheritance tax can result in the same wealth being taxed twice, and why doing nothing is often the most expensive option of all.</p><br><p>We cover:</p><p>- Why inheritance tax can wipe out over 33% of a family estate, even after a lifetime of income and capital taxes</p><p>- The key reasons to consider gifting assets during your lifetime, including protecting today’s thresholds and future growth</p><p>- How co...

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Irish Property in 2026: What Buyers, Sellers, and Investors Need to Know

Irish Property in 2026: What Buyers, Sellers, and Investors Need to Know

<p>Book a 1:1 Consultation & Financial Plan With Paul:</p><p>https://askaboutwealth.ie/consultancy</p><br><p>Get a Free Mortgage Broker Consultation Here:</p><p>https://www.askaboutproperty.ie/broker-consultation</p><br><p>You can get in contact with Ray here:</p><p>https://raycooke.ie/</p><br><p>This week, Paul is joined by Ray Cooke, CEO of Ray Cooke Auctioneers, to share what he is seeing on the ground in the Irish property market as we move through 2026.</p><br><p>In this episode, we discuss:</p><br><p>- Why are good properties selling quickly, and...

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Legal Pitfalls in Business and Succession

Legal Pitfalls in Business and Succession

<p>Book a 1:1 Consultation & Financial Plan With Paul:</p><p>https://askaboutwealth.ie/consultancy</p><br><p>You can get in touch with Graham here:</p><p>https://hanlonandco.com/</p><br><p>In this episode of the Ask About Wealth podcast, we are joined by Graham Hanlon, a seasoned solicitor with over 30 years of experience. The discussion covers essential topics in financial planning, including the intricacies of probate law, the validity and impact of prenuptial agreements, and the importance of business agreements.</p><br><p>Gain valuable insight into managing wealth and the legal planning involved.</p><p > Hosted...

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8 Things to Do Before 2026 to Reduce Taxes

8 Things to Do Before 2026 to Reduce Taxes

<p>Book a 1:1 Consultation & Financial Plan With Paul</p><p>https://askaboutwealth.ie/consultancy</p><br><p>In this episode, we provide a checklist of actions business owners and individuals can take before December 31, 2025, to maximise tax benefits. Key topics include clearing out company profits, utilising tax credits and allowances, maximising contributions to retirement schemes, and understanding the implications of capital gains tax and EIIS investments. </p><br><p>Learn practical tips for leveraging pension contributions, tax-efficient bonuses, subsistence allowances, and tax loss harvesting. This guide offers valuable insights to help you minimise tax liabilities and optimise financial planning for...

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The Future of Irish Pensions: Auto-Enrolment, Property & PRSAs

The Future of Irish Pensions: Auto-Enrolment, Property & PRSAs

<p>Book a 1:1 Consultation & Financial Plan With Paul</p><p>https://askaboutwealth.ie/consultancy</p><br><p>Get Unbiased Property Guidance and a Free Mortgage Consultation</p><p>https://linktr.ee/ask.about.property</p><br><p>This week, we're joined once again by Aidan McLoughlin, Group Managing Director of ITC, to discuss the upcoming changes to pensions in Ireland and to help you better navigate these Changes.</p><br><p>We discuss the significant recent change announced on August 15, which restricts transfers out of pension schemes post-normal retirement age (NRA), leading to lost benefits for members unaware of the...

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Avoiding Inheritance and Succession Pitfalls in Ireland

Avoiding Inheritance and Succession Pitfalls in Ireland

<p><br></p><p>Book a 1:1 Consultation & Financial Plan With Paul</p><p>https://askaboutwealth.ie/consultancy</p><br><p>Get Unbiased Property Guidance and a Free Mortgage Consultation</p><p>https://linktr.ee/ask.about.property</p><br><p>You can contact Jacquelyn and learn more about The Journey here:</p><p>https://thejourney.ie/</p><br><p>In this episode, we are delighted to welcome Jacquelyn Dunne, solicitor at Dunne Solicitors and the creator of The Journey. Join us as we discuss the importance of having a will, explain who inherits what under intestacy laws, and the consequences...

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