Senior Management & Executives

Helping you with your complex finances.

Our Consultants can help you

You may need help with planning for retirement, managing Inheritance Tax, investing for the
children in your life, or a more tax-efficient structure for your finances. Alternatively, you may need
a full financial plan that meets all your goals and requirements. Whatever you want to achieve with
your money, we can help you – and if necessary, manage your investments to ensure your goals
become a reality.

 

Forecasting your finances

Our financial planners often use cashflow modelling to forecast a client’s future finances. This can
help to answer questions about how much you should be investing for your future, at what age you
can stop working and how much you are able to give away. We can also look at different scenarios
such as:
Paying for children’s school fees, university or additional mortgages
Making a large equity sale or exiting a business
Retiring gradually over a number of years
Managing a potential Inheritance Tax bill

Retirement planning

Pension tax rules can be especially complex for higher earners. Our experts can help you with:

  • Making full use of your annual allowance, potentially using carry forward
  • Finding the most appropriate amount to contribute, based on the split between your personal and employer contributions
  • Planning for the lifetime allowance tax charge
  • Taking a tax-efficient retirement income from a combination of pensions, other investments and cash savings

Your personal tax situation

Whatever we are helping you with, the advice we give will be based on your individual tax situation. 

Get in Touch To Discuss Your Personal Tax Situation

Your financial planner can structure your finances tax efficiently and ensure you are making the most of all available tax benefits and allowances.

WHAT OUR CUSTOMERS HAVE TO SAY

We’ve helped a range of people and business owners accumulate, protect, and activate wealth over the years, and our customers can attest to the long term holistic relationship we build with them over the years.

Blackhall Financial Services have just saved my family a considerable amount of money and released a substantial cash lump sum at the same time. I asked the firm to review existing life insurance policies for myself and my husband to see if a reduction in our premium was possible. We now have adequeate if not better life insurance cover Not only are we paying a considerably lower monthly premium, but there was a cash build up in the policy, of which we had been unaware and which we were delighted to be able to access. The whole process took only a matter of days. The staff at Blackhall Financial Services are exceptionally knowledgeable whom I most heartily recommend`

Deirdre O`Kane

I have absolute trust in the Directors & staff of Blackhall Financial Services I perceive that there is much knowledge & experience in the team and to date, I have never been let down or given bad advice. I feel that I can ask for advice to help me make a decision and when a decision has been made the team will either execute it fully or support me in my efforts to execute it. The personal relationship I have with team in Blackhall Financial Services is paramount to me. There is a lot of respect in our business dealings which has created good friendships and both of these make me feel that your firm will always offer me the right advice to ensure that I benefit, even though Blackhall might not benefit directly

Tony Nerney

Want to learn more about Senior Management & Executives?

Start your Financial Planning journey today!

Get In Touch

Start your Financial Planning journey today!