We're here to answer your questions about pension planning and inheritance.
Whether you're just starting to think about your pension's impact on your family or you're ready to make changes, we're here to help.
Our initial consultations are relaxed conversations. There's no pressure, no sales tactics—just honest discussion about your situation and how we might help.
42 Fitzwilliam Square
Dublin 2, D02 R590
Ireland
Monday – Friday: 9:00 AM – 5:30 PM
Saturday: By appointment only
Sunday: Closed
Response time: We typically respond to enquiries within one business day. If your matter is urgent, please mention that in your message.
We're located in the heart of Dublin's Georgian Quarter, easily accessible by public transport and with nearby parking options.
Our office is wheelchair accessible. If you have any accessibility requirements for your visit, please let us know in advance and we'll ensure everything is prepared.
We also offer video consultations for clients who prefer remote meetings or who are located outside Dublin.
Don't worry about gathering documents for a first conversation. We'll discuss your situation and determine what information we'll need. If you proceed, we'll provide a specific list.
No. The first conversation is complimentary and helps us both understand if we're a good fit to work together.
Not at all. While we work with many pre-retirees, pension inheritance planning is valuable at any age—especially after major life events like marriage, divorce, or having children.
Absolutely. We often coordinate with existing advisors, accountants, and solicitors. Our specialized focus complements broader financial planning relationships.
We work exclusively with clients in Ireland. Our knowledge is specific to Irish pension law, Irish inheritance tax, and the Irish regulatory environment.
If you're based outside Ireland or have pension arrangements in multiple countries, we can still help with your Irish pension planning, but we'll recommend coordinating with advisors in those other jurisdictions for a complete strategy.