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Let us help you with your Financial Planning

We provide comprehensive financial planning services for business and personal clients.  Whether you are filing a tax return or planning for your financial independence we can help you every step of the way.  We provide life and pension services to include product selection and review.

 

In addition to tax and financial planning we provide comprehensive auditing and accountancy services.  This includes business organisation and structures and routine management and organisation.

 

 

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Financial Information From the LIA

Financial Factsheet

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What is the State pension worth?
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What we do

  • Financial Planning for Business and Individuals
  • Tax Planning to include Transfer of Assets, Gifts and Inheritances
  • Protection Planning for Life Assurance, Income Protection and Critical Illness
  • Retirement Planning to Secure Financial Independence
  • Bookkeeping, Accounts and Company Audits
  • Business Startup Advice
  • Business Reorganisation and Reconstruction
  • Forensic Accounting and Financial Investigations

Financial Planning

Retirement Planning

What Is Available to Help Meet Your Retirement Plans

 

If you choose to save for a pension there are a number of options.

 

Occupational Pension Schemes

They are provided through an employer for setting up a pension for directors and staff.  The two main types are Defined Contribution Schemes and Defined Benefit Schemes.

 

Retirement Annuity Contracts

These are personal pension plans that are used by the self employed.  But they can be used by employees if they are not in an occupational scheme.

 

PRSA

This is one of the more recent options to allow an individual to save for retirement in a flexible manner.

 

Small Self Administered Pension Schemes

These are a form of occupational pension scheme that offer greater control over the investment and management of funds.

 

All pension schemes must be approved by Revenue.  They offer various tax advantages and benefits.  The tax rules governing their funding, transfers and conversions are governed by complex tax laws that require careful consideration and monitoring on a regular basis.

If you are worried about your pension do something about it!

Find out what it is worth and whether it is likely to meet your financial needs in retirement.  If it is no longer suitable change it!

 

Pensions have changed dramatically.  Make sure you are keeping up with the changes.  Pensions are not just about saving tax or generating commission.  They are needed to fill a gap when you retire.  Having a pension is one thing.  It is another thing to have a pension that does what you intended.

 

That is where a good financial adviser can help.  Not everyone needs a pension.  There are other ways of being financially independent.  We look at the big picture, starting with your income and how it is taxed and applied.  Then, taking account of your own wishes and objectives, we set about putting in place a plan to provide for your financial independence with the least amount of stress and cost.  In the process we will keep your tax affairs in order too.

 

Personal Service

Call us today to arrange a consultation. Our office is in Kinsealy Business Park, Malahide, Dublin

J Fitzsimons & Co
Financial Advisors
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    MAKING A WILL

    We provide tax services to include gift and inheritance tax planning.  Your will should be reviewed regularly to make sure it is up to date to cope with changes in family circumstances and evolving tax and other legislation.

     

    We can provide administration services to help keep control over the assets that make up an estate and where to find the paperwork.  This includes scanning services to help coordinate and control everything that is required.

    Personal Financial Services

    We are independent financial advisers and can advise on and provide insurance and pension products from all the main product providers.  If you need to arrange life insurance, critical illness cover, provide for your retirement, or find business protection strategies contact us.

    Starting A Business

    We are Chartered Accountants and Qualified Financial Advisers.  You can tap into all the necessary skills and expertise to be sure you choose the best operating structure for your new business at the best price.  Our bookkeeping, auditing and taxation expertise assures you of the support you need to succeed.  

    Gift & Inheritance Tax

    We are experts in the area of gift and estate panning.  If you need help securing your financial independence in retirement, or want to divide up your estate to provide for your dependents now or in the future contact us for advice.  We advise all our clients to plan early.  However, well developed expertise makes us the ideal choice when confronted wit what might seem like an insurmountable problem.  We always find solutions.  Put us on your contact list for advice.  We excel at solving complex problems.  Be sure to take our help.

    ONSHORE SOLUTIONS

    For Offshore Solutions Try A Boat

    Offshore Solutions, J Fitzsimons & Co
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      BUSINESS PROTECTION PLANNING

      Protection Strategies for Business Owners. PowerPoint presentation.

      Business Protection.ppt

      Business Protection for Owners
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      BUSINESS PROTECTION PLANNING

      Take Steps To Protect Your Business

      J Fitzsimons & Co
      Financial Advisers
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        Opening Hours

        48121620244
        MON 08:00-18:00
        TUE 08:00-18:00
        WED 08:00-18:00
        THU 08:00-18:00
        FRI 08:00-18:00
        SAT
        SUN

        We provide a GP type service to give independent advice on tax returns and financial services for personal clients. The fee is €100.

        Out of hours meetings arranged by appointment.

        Revenue Tax Relief & Credits

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        Revenue Matters
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        Popular Tax Forms

        Download Tax Forms & Leaflets

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        There is a huge volume of information on the Revenue Commissioners' website. You can either trawl through it yourself, or seek advice from an experienced professional. With many years experience in all aspects of tax we can we can guide you quickly and efficiently.

        Whether you need help with a personal tax return, gift and inheritance planning or business tax contact us for best advice.
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        Writing a Business Plan

        Bank of Ireland Guide to Writing a Business Plan

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        You're in business because you have an idea that will make money. Now you have to justify this for the banks, government support agencies and possible investors. Do you need a business plan? We can prepare it on your behalf, or we can act as your professional adviser and give our help and support when presenting it.
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