Wealth Planning Reviews 

Written by the company

Wealth Planning is a Dublin based firm that specialises in Financial Planning for Business Owners. Whether you own a construction company, a software firm, a cafe or a legal practice (or any other type of business for that matter), you need to have a plan for your money. If you don't have a plan, you'll end up paying too much tax, miss out on generous reliefs and put the business in danger if things go wrong. Most financial strategies and traditional financial plans are designed for employees not entrepreneurs. However, the financial needs, risks and opportunities for Entrepreneurs & Business Owners are different from those of the general public. We work closely with business owners and their company's accountants to ensure that the business and their owners - minimise corporation tax - avoid close company surcharges - extract wealth from the business tax efficiently - take advantage of generous company director pension rules - be legally compliant with staff pension legislation & avoid 'on the spot' fines - protect the business and it's shareholders if a director or key employee dies - get a better return on their corporate deposits than leaving their reserves in their bank - plan for inheritance tax issues - plan for a business exit in order to maximise wealth extraction and reduce potential tax bills.See more