DirectorWealth is a Wealth Management firm specialising in the provision of professional financial advice to Irish Company Directors and Business Owners. Our focus is on the appraisal of personal and business finances to reduce cost, reduce tax and improve efficiency.
We are a fully independent, Irish owned company with no affiliations to any firm.
We form relationships with YOU and not your money.
We operate a Centralised Wealth Management System – REAP (Retention, Extraction, Accumulation and Protection) to combat the current issues facing Directors such as…
– Maximum pension tax free lump sums falling from €1.25 million to €200,000 since 2010;
– Maximum allowable pension funds have fallen from over €5 million to €2 million since 2010;
– Exit Strategies are unknown as there is often a focus on commission based sales advice rather than financial stewardship;
– As Financial Stewards, we give you exposure to all the tax reliefs and wealth management processes available outside traditional pension funding;
– We compliment your accountant by taking a forward viewpoint on how you can maximise cash from tax-free cm your business through Revenue approved reliefs.
DID YOU KNOW?
As a Business Owner, you can potentially receive up to €750,000 from the sale of business assets without incurring a CGT Liability.
Pick up a copy of our book “Developing Wealth for Irish Business Owners” at stand E13 and meet the professionals of DirectorWealth.
Walfrid Private Ltd. T/A DirectorWealth.
Walfrid Private is regulated by The Central Bank of Ireland
C/O Walfrid Private Ltd,
Unit 1 Parkway House,
Western Parkway Business Park,
Ballymount, Dublin 12,
T: +353 (0) 1 458 4327