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Pension Review
May 12, 2021

Irish Pension Changes Webinar

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Use Your Expat Status To Reduce The Tax You Pay On Your Pension

Zoom Webinar
Monday 24th May, 6pm UAE, 4pm CET, 3pm IST

Being overseas it’s easy to lose track of all the changes to pension legislation back home. However, failing to keep up to date could result in you paying unnecessary taxes and limiting what you are able to pass on to your loved ones.

If you have any unanswered questions about your Irish pension or would you like to know more about the taxes, regulations and laws surrounding it, then look no further than our latest webinar, Irish Pensions Changes.

This exclusive webinar will cover:

  • Understanding your pension, now, when you retire, and after you die.
  • The taxes which you may not realise that you are going to pay, and the restrictions to your retirement income, because you are overseas.
  • What happens to your company pension, if your former employer can’t pay? How much of your pension is protected?
  • How EU regulation, a 2003 law, and a Dublin court case affect your choices. The role that Malta plays in this.
  • How Irish/British agreements and a 2015 UK law can help you access your pension money tax free. Will this opportunity be available for much longer?
  • Why now is the best time to check your options.
  • How professional advisers can work together to achieve the best results, in this case, an IFA in Dublin, and International Financial Planners based in Dubai.

* For our participants based in the UAE, we are pleased to provide a voucher for a pie and a beverage from The Irish Village, since we cannot gather in person for this event due to COVID restrictions. This voucher will be provided after successful completion of our online details form.

Register Your Interest In Attending Here

Register Now

Irish Pensions Changes will be held by Skybound’s senior financial planners, Helen Morris and John Sharp.

They will be joined by Johnny Mulholland, a pension specialist, based in Dublin.

Helen Morris MCSI, Cert Pfs

Helen is a Chartered MCSI of the Chartered Institute for Securities & Investments and an associate of the Personal Finance Society (Cert Pfs).

She has been an Independent Financial Adviser for investments & pensions since 2000, in the UK, UAE & Sri Lanka, successfully supporting clients from capital growth to comfortable retirements worldwide.

John Sharp Bsc(Hons), DipPFS, EFA

John has advised clients on pensions and investments since 1995, in the UK, Jersey and the Middle East. John moved from Jersey to Bahrain in 2017, then to Dubai in 2018.

In the UK, John specialised in pension advice for the Prudential, having previously worked as both an Independent Financial Adviser and for several blue-chip pension and investment companies.

Johnny Mulholland

Director of International Pension Transfer Consultants Limited, Johnny works closely with professional advisors and their clients in relation to tax efficient pension products across the European Union.  

Johnny has a unique understanding of the intricacies around transferring Irish Pensions to overseas jurisdictions and has helped clients and other advisers to transfer Irish Pensions to the UK, parts of Europe as well as Australia.

There will be a full question and answer section at the end of the webinar where both our hosts and guest speaker will be on hand to answer any questions. If you would like to submit any questions prior to the webinar please email: webinars@skyboundwealth.com

Register Your Interest In Attending Here

Register Now
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Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

Request A Call Back

By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Thank you!
Your call back request has been received and we will arrange for a member of our team to call you at your desired time.
Oops! Something went wrong while submitting the form