PRSA vs Master Trust: What’s the Difference and Which is Right for You?
When you are considering your retirement planning, especially if you are a business owner or a director, there are two options that may be relevant to you. These are Personal Retirement Savings Accounts (PRSA) and Master Trusts (previously known as Executive...
OakTree Financial Services Nominated Twice for the Cork Digital Marketing Awards
We are delighted to share that we have been shortlisted in two categories at the upcoming Cork Digital Marketing Awards, proudly run by the Cork Chamber. As a previous winner, it is an honour to be recognised again among Cork’s best in digital marketing. This year, we...
A Simple Guide to Personal Retirement Bonds (PRBs) in Ireland
Let’s start with a reminder that all individual situations are different, and financial advice will vary according to your unique needs and requirements. How does your pension fund look? It may be something that you don’t consider very important at this stage in your...
Pensions and Divorce in 2025
When a marriage, civil partnership, or cohabiting relationship ends through judicial separation, divorce or dissolution, the court may divide assets between the former partners and any dependent children if this cannot be agreed amicably between the separating couple....
Understanding Group Pension Plans: A Guide for Employers
A Group Pension Plan is a pension scheme provided by an employer for its employees, serving as a tax-efficient means of ensuring financial security in retirement. At Oaktree Financial Services Ltd, we can help you navigate the various types of pension arrangements...
Important Changes to Pensions and PRSAs in Ireland: What You Need to Know for 2025
The Finance Act introduces significant changes to pensions and Personal Retirement Savings Accounts (PRSAs) in Ireland, effective January 1, 2025. These updates will affect both employers and employees, particularly company directors. Below is a summary of the key...
Key Changes to Capital Acquisitions Tax (CAT) in Ireland: What You Should Know
The recent Finance Act has introduced significant changes to Capital Acquisitions Tax (CAT), also known as Inheritance or Gift Tax, in Ireland. One of the most notable adjustments is the increase in the tax-free thresholds, which determine how much a person can...
Kickstart the New Year: How Financial Planning Can Secure Your Future
The start of a new year is an ideal time to focus on your Financial Goals and ambitions. Financial planning isn’t just about budgeting, saving, or investing. It is about putting all the aspects of your life together to create a plan that suits you perfectly....
