The team
Jim Stapleton
Financial Planner · CFP® · MSc Financial Planning · TMITI
- CERTIFIED FINANCIAL PLANNER professional
- MSc in Financial Planning
- Associate, Irish Tax Institute (TMITI)
Leads the firm's work with business owners.
What Jim advises on
- Financial planning for business owners
- Extracting wealth from a company
- Exit and succession planning
- Key person and shareholder protection
- Redundancy and termination payments
- Irish tax
Professional bodies
- Financial Planners Ireland
- Irish Tax Institute
Articles by Jim
- Budget 2027: What Does It Mean for Your Financial Plan? 7 Oct 2026
- Selling Your Business Starts Long Before You Find a Buyer 21 Jul 2026
- PRSA vs Master Trust: Key Differences for Company Directors 28 May 2026
- Understanding Your Redundancy Entitlements 30 Mar 2026
- Auto-Enrolment: What Employers Need to Know 4 Nov 2025
- Purchasing Property through your Pension 9 May 2024
- Employers, Be Prepared as Pension Auto Enrolment is Coming! 4 Apr 2024
- Budget 2024 Summary 11 Oct 2023
- Understanding Recent Changes to PRSAs: Significant Benefits for Business Owners As We Approach Company Year End’s 25 Sept 2023
- Business Owners: Make sure your business protects You, Your Family & Itself 11 May 2023
- Succession Planning for Business Owners 8 Mar 2023
- Taxing of Lump Sum Termination Payments 20 Jan 2023
- Budget 2023 28 Sept 2022
- IORPs II 19 Jan 2022
- Financial Planning for Business Owners 10 Mar 2021
- Retirement Planning for Company Owners/Directors 30 Oct 2020
- Are you doing enough to support your employees in their future financial wellness? 20 Feb 2020
