Ask About Wealth

Ask About Wealth
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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.

  1. 4. MÄRZ

    Borrowing Money Against Your Assets

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy 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. Hosted on Acast. See acast.com/privacy for more information.

    33 Min.

  2. 25. FEB.

    Trust Funds Are Not Just For The Rich and Famous

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy Trust funds separate ownership from control and can help protect young or special-needs beneficiaries, keep assets managed responsibly, and support inheritance-tax planning. 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. 00:00 Trust Funds Explained 00:52 Why Use a Trust 01:47 Fixed Trust Basics 02:58 Special Needs Planning 05:29 Fixed Trust Tax Perks 06:21 Discretionary Trust 08:09 Trustee Incentives Warning 09:29 Discretion Benefits 10:18 Will Trusts 12:09 Cautions and Tax Traps 13:11 Home Transfers and Fair Deal 14:36 Final Takeaways Hosted on Acast. See acast.com/privacy for more information.

    15 Min.

  3. 18. FEB.

    How to Get a Better Return on Your Savings

    Book a 1:1 Consultation & Financial Plan With Paul: https://askaboutwealth.ie/consultancy 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. Hosted on Acast. See acast.com/privacy for more information.

    34 Min.

  4. 28. JAN.

    How to Stop the Irish State Taking 33% Inheritance Tax

    Book a 1:1 Consultation & Financial Plan With Paul: https://askaboutwealth.ie/consultancy 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. We cover: - Why inheritance tax can wipe out over 33% of a family estate, even after a lifetime of income and capital taxes - The key reasons to consider gifting assets during your lifetime, including protecting today’s thresholds and future growth - How control can be retained using trusts and family partnerships, while still reducing tax - Other powerful planning tools, including familial allowances, exempt assets, and Fair Deal planning Hosted on Acast. See acast.com/privacy for more information.

    25 Min.

  5. 20. JAN.

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

    Book a 1:1 Consultation & Financial Plan With Paul: https://askaboutwealth.ie/consultancy Get a Free Mortgage Broker Consultation Here: https://www.askaboutproperty.ie/broker-consultation You can get in contact with Ray here: https://raycooke.ie/ 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. In this episode, we discuss: - Why are good properties selling quickly, and what buyers must have to be ready - The reality of supply and demand, and why stock exists but still feels scarce - Why landlords are leaving the market and what that means for rents and tenants - Residential vs commercial property, yield expectations, and how investors should think about risk Hosted on Acast. See acast.com/privacy for more information.

    44 Min.

  6. 17.12.2025

    Legal Pitfalls in Business and Succession

    Book a 1:1 Consultation & Financial Plan With Paul: https://askaboutwealth.ie/consultancy You can get in touch with Graham here: https://hanlonandco.com/ 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. Gain valuable insight into managing wealth and the legal planning involved. Hosted on Acast. See acast.com/privacy for more information.

    33 Min.

  7. 10.12.2025

    8 Things to Do Before 2026 to Reduce Taxes

    Book a 1:1 Consultation & Financial Plan With Paul https://askaboutwealth.ie/consultancy 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. 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 the future. 00:00 Introduction: Maximising Your Tax Benefits 00:26 Clearing Out Your Profit: Why and How 05:23 Utilising Small Benefit Exemptions (SBE) 08:13 The Power of Pensions 13:51 Understanding Subsistence Allowances 19:02 Capital Gains Tax: What You Need to Know 23:50 Employment Investment Incentive Schemes (EIIS) 26:42 Conclusion: Effective Tax Planning Hosted on Acast. See acast.com/privacy for more information.

    30 Min.

  8. 19.11.2025

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

    Book a 1:1 Consultation & Financial Plan With Paul https://askaboutwealth.ie/consultancy Get Unbiased Property Guidance and a Free Mortgage Consultation https://linktr.ee/ask.about.property 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. 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 change. Aidan also sheds light on the importance of seeking independent financial guidance to maximise pension benefits. This episode is a must-watch for anyone looking to optimise their pension schemes and stay informed about market changes. Hosted on Acast. See acast.com/privacy for more information.

    48 Min.
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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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  • Erstellt von
    Ask About Wealth
  • Jahre aktiv
    2024 - 2026
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    60
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