Hi,
As part of my New Year planning I am looking to put a bit more structure on my finances. I have a couple of items I'd like to clear up and would be interested if there are any recommendations for a single advisor who could address them all - I was hoping to avoid having to go to multiple if possible. I don't think any of the individual items are particularly complex. Among the items are;
- Moving my annual tax prep and submission. I have historically filled out the form 12 on-line for myself and my wife (I'm PAYE primarily but do have to fill out a form 12). My wife has fairly straightforward self-employed income. We are starting to have some additional income items which aren't complex and frankly I'm fine doing most of the prep / information gathering. But I'd like to move the admin and want to ensure we don't miss anything
- Ongoing advice on tax efficiency (if any - as I said, we have a straight forward setup)
- Consolidation of my wife's pension situation. She has an historic employer pension (DC) scheme but no ongoing one. Probably makes sense to review / consolidate. Also - I'm max'd out but again probably worth looking at our joint situation
- Looking at my wife's historic PRSI situation and whether we need to take action in terms of ensuring adequate coverage (we are early 50's - so rather than leaving it too late).
All in all, none of these are overly complex and I don't know if it would warrant getting separate taxation and pension advisors. But combined, it might be worth it.
Any suggestions welcome.
Thanks
As part of my New Year planning I am looking to put a bit more structure on my finances. I have a couple of items I'd like to clear up and would be interested if there are any recommendations for a single advisor who could address them all - I was hoping to avoid having to go to multiple if possible. I don't think any of the individual items are particularly complex. Among the items are;
- Moving my annual tax prep and submission. I have historically filled out the form 12 on-line for myself and my wife (I'm PAYE primarily but do have to fill out a form 12). My wife has fairly straightforward self-employed income. We are starting to have some additional income items which aren't complex and frankly I'm fine doing most of the prep / information gathering. But I'd like to move the admin and want to ensure we don't miss anything
- Ongoing advice on tax efficiency (if any - as I said, we have a straight forward setup)
- Consolidation of my wife's pension situation. She has an historic employer pension (DC) scheme but no ongoing one. Probably makes sense to review / consolidate. Also - I'm max'd out but again probably worth looking at our joint situation
- Looking at my wife's historic PRSI situation and whether we need to take action in terms of ensuring adequate coverage (we are early 50's - so rather than leaving it too late).
All in all, none of these are overly complex and I don't know if it would warrant getting separate taxation and pension advisors. But combined, it might be worth it.
Any suggestions welcome.
Thanks