Blog

In our latest webinar for advisors, our Independent Trustee Limited (ITL) team discussed Trusts as the secret to managing intergenerational wealth.Topics included:SME Share Schemes Family Trusts Death Benefits From Pension Schemes Asset Protection To view the…

It is widely known that the gender pension gap disproportionately affects women. The general reasons for this are gaps in employment for maternity leave, reduced working hours required to facilitate childcare duties and subsequent lack of representation in senior roles. This…

What is LEAP?The Leading Edge Advisor Programme (LEAP) in an investment platform that provides the professional advisor with innovative and transparent pension solutions for their clients. This unique service combines the expertise of both Conexim and Independent Trustee…

The Irish pension market is currently going through a period of significant regulatory change. The amendment to the taxation of contributions to Personal Retirement Savings Accounts (PRSAs) has clearly improved its offering as a retirement vehicle option and now is seen as a…

Our office will be closed from the evening of the 23rd of December, to reopen on January 3rd, 2023.Please note that we will process bank transfers and requests that are received before 12pm on the 23rd December 2022.We would like to take this opportunity to wish you a very…

Starting a pension at the earliest opportunity is an important part of ensuring you have enough money for retirement, but what happens to your pension benefits when you leave employment?When someone leaves service, they will likely become entitled to a preserved benefit in the…

ITC Group is delighted to announce that we have been awarded ‘Independent Trustee Firm of the Year’ at the Irish Pension Awards 2022.The Irish Pensions Awards give recognition to those pension funds and providers who have proven their excellence, professionalism and…

In April 2022 we introduced our new client feedback system - Customer Voice. This system allows our clients and advisors to actively rate our service and provide suggestions on how we can improve our processes.Since its introduction we have been consistently monitoring your…

With the Revenue online tax filing deadline approaching, the inevitable question arises as to how to reduce the tax bill. Tax relief on pension contributions is still one of the best answers. If your client does not have a pension scheme or if the existing pension provider…

Over the last decade we have seen a number of moves from the U.K. Government to make it more difficult to move pension schemes out of the country and also out of Defined Benefit (DB) schemes.As discussed in an article pre-Brexit, this started with removing the ability to…