Helping Business Owners Build Wealth & Reduce Tax
We provide expert pension and tax advice tailored to you, your company and your family.
Helping Business Owners Build Wealth & Reduce Tax
We provide expert pension and tax advice tailored to you, your company and your family.
Trusted by Irish Business Owners for over 20 Years
Get cash out of your company – tax efficiently
Solutions on how to pay less corporation tax
Ensuring you make the most of all pension tax reliefs
Protect your business and your family’s future
Services Overview
Providing a clear concise and simplified overview of your situation that will give you complete clarity. This means financial decisions will be easier to make.
- Executive Pension Plans
- PRSA Pensions
- Approved Retirement Funds (ARFs)
- Director Pensions
- Life, Illness & Keyman Cover
- Investments
Advice on how to keep income taxes to a minimum and how to structure the sources of income you have in a tax-efficient way.
- Tax Reliefs & Incentives
- Tax on Executive Pensions
- Tax on Approved Retirement Funds (ARF’s)
- Death & Inheritance Tax Planning
Having excess cash in your Company can be a headache for some Business Owners who may be unsure whether to invest the money, transfer it into their company, or retain it to assist with their eventual exit from the business.
- Getting cash out efficiently
- Transfer profits to your pension
- Planning to exit the business
- Building wealth for your family
Since 2005 we have been providing financial advice to business owners, professionals and retirees from all over Ireland. When it comes to pensions, tax and financial planning advice, there are many different situations and types of advice we provide solutions for. These include:
- QROPS UK Pension Transfers
- Reviewing existing pensions
- Accessing old employer pensions
- Income and Life Protection
- Accessing Pension funds at 60 years
- Personal Retirement Bonds (PRB’s)
Why Choose Guardian Wealth?
Why 1,000s of Irish Business Owners Trust Guardian Wealth
Advising Business Owners / Directors
Regulated by the central Bank of Ireland
Fee's Clarity, Proven Results
to real clarity – no obligation
Testimonials
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Meet The Team
About Guardian Wealth
Welcome to Guardian Wealth and thank you for visiting. Guardian Wealth are pension and tax specialists since 2005. We provide a clear, concise and simplified overview of your financial situation that will give you complete clarity. This will help you make decisions and be happy that they are the correct decisions for you.
We want to help you understand how best to grow your income, from the assets you have so that you, your business and your family will always have enough income throughout your working life, business career and beyond.
We propose solutions on how to keep income taxes to a minimum and how to structure the sources of income you have in a tax-efficient way.
We have been providing financial advice to business owners, professionals, and retirees from all over Ireland since 2005, and we currently advise clients on in excess of €160 million of Pension and Investment Assets.
We will take the mystery out of financial planning and give you a very clear understanding of what you need to do to make sure you achieve your personal and professional goals. Our team of experienced staff look forward to your questions and providing you with a tailored financial solution for you and your family.