Do You Have an Old Workplace Pension?
Is Your Workplace Pension from a Previous Employer Still Working for You? Changing jobs is a normal part of working life. Most of us will move employers several times throughout our careers. Whether you have changed jobs for career progression, relocated or experienced redundancy, each new role can leave behind more than just old colleagues. […]
Stephen Donnelly Featured in Irish Broker Magazine
Featured in Irish Broker Magazine July 2026 Irish Brokers Magazine July 2026 (Page 50) At Donnelly Financial Planning, we believe that great financial advice isn’t simply about pensions, investments, or financial products; it’s about building trust, understanding people’s goals, and helping them make confident decisions at every stage of life. We’re delighted to share that […]
What is Section 72 Life Cover?
If you’ve worked hard all your life to build up your home, savings, investments or even a family business, you’ll probably want to pass as much of that wealth as possible to the people you care about. An inheritance can sometimes bring a tax bill. In Ireland, Capital Acquisitions Tax (CAT) may apply when someone […]
Unit Linked Investments Ireland 2025-26: Comprehensive Guide.
As interest rates on traditional savings accounts stay low, Irish investors are looking for better ways to grow their money. One option rising in popularity is the unit-linked investment, often accessed through an Investment Bond. These investments offer the benefits of flexible access, expert fund management, and strong long-term growth potential. However, they also come […]
Mortgage Protection vs Life Insurance
Introduction Buying your first home in Ireland is one milestone; keeping it protected is another.As we move through different stages of life, our priorities and financial responsibilities change. Maybe you’re remortgaging, downsizing, or simply reviewing your cover to make sure your family is protected. Two of the most common types of protection in Ireland are […]
Stephen Donnelly features in Irish Broker Magazine on Financial Planning
We are delighted to announce that Stephen Donnelly, founder of Donnelly Financial Planning, has been featured in the prestigious Irish Broker Magazine! With over two decades of experience as a financial advisor, Stephen’s journey is a testament to expertise, dedication, and commitment to putting clients first. From his early days as a bank assurance consultant […]
Retirement Guide: ARF, Annuity & Tax-Free Lump Sum Explained | DFP
Retiring in Ireland 2025/26? | Your Irish Pension Options Explained — ARF, Annuity & Tax-Free Lump Sum Guide Planning your pension at retirement is essential for financial security.In Ireland, knowing your options—from a tax-free lump sum to annuities and Approved Retirement Funds (ARFs)—helps you maximise income and gain peace of mind. This guide covers key […]
Financial Planning Essentials in Ireland
Simple Steps to Manage Money, Grow Wealth, and Secure Your Future Financial planning is essential for turning your life goals into actionable steps. It acts as a roadmap, helping you prioritise your financial resources effectively so that your efforts align with what truly matters to you. A well-structured financial plan also supports you through major […]
Investment Diversification in Ireland (2025/26 Guide) | Donnelly Financial Planning
When it comes to investing, one golden rule stands out: ???? Don’t put all your eggs in one basket. That’s what diversification is all about. But what exactly does that mean — and why is it so crucial for investors in Ireland? Let’s break it down. What Is Diversification? Diversification simply means spreading your money […]
Pension Review Ireland 2025/26: Why ‘Set and Forget’ Could Cost You Thousands
Many people in Ireland think the smart move with a pension is to join the work scheme, let the money accumulate monthly, and leave it alone to grow. Sounds reasonable, right? But here’s the thing — leaving your pension on autopilot could mean missing out on serious long-term growth. And when it comes to your […]