Fortis Financial
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We are specialist on:
Retirement Planning
Succession Planning
Personal Protection
Business Protection
Investments and Savings
If your salary, bonus and shares all come from the same company, how diversified are you really?
Conor Tobin QFA walks through how employees can use their vested company shares to build a broader, more resilient portfolio, without necessarily selling everything at once.
It's something most people don't realise is an option. We'll be covering it in full at our free webinar on 26th May.
🗓 26th May | 7pm | Live on Zoom
🎁 All attendees get a free 30-min one to one Financial review.
Register Here:
If you've ever wondered whether you owe tax on your company shares, this is worth watching.
David Bruton FCCA, CTA joins Fortis Financial on the 26th of May for a free webinar covering the tax rules, deadlines and common mistakes employees make with RSUs and share schemes.
🗓 26th May | 7pm | Live on Zoom
🎁 Free 30-min consultation for all attendees
Register Here:
https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew?fbclid=IwY2xjawR6cdlleHRuA2FlbQIxMABzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeNFODO1CAWQIAge7ICi4i31ZNORLSR3C_dTMbPg5fIeRiMytv-Idw102s6tg_aem_hgF15q7rkoNFsDec7y5XQw #/registration
Do you receive company shares? You could be overpaying tax.
Most employees don’t fully understand when tax applies, when to sell, or how to avoid costly mistakes.
Join Gerry O'Brien and Conor Tobin, with guest speaker David Bruton, for a FREE Zoom webinar on tax rules, deadlines, and smart strategies.
📅 26th May | ⏰ 7PM
👉 Register now to secure your spot on Zoom + claim a free 30-min review
https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew #/registration
05/05/2026
Cohabiting in Ireland? You may have more risks than you think.
With over 150,000 cohabiting couples nationwide, many assume their financial and legal
position mirrors that of married couples. In reality, the gap remains significant — even in
2026.
While recent changes have extended certain pension rights to qualified cohabitants, key
challenges still exist:
• No automatic inheritance rights without a will
• A €20,000 lifetime tax-free threshold between partners (with 33% tax beyond that)
• No ability to share income tax credits or reliefs
• Limited property protections compared to married couples
• Potential exposure to delays and taxes if protection policies are not structured correctly
The good news? With the right planning, many of these risks can be managed.
Strategies such as properly structured life cover, making full use of tax exemptions, and
ensuring you have a valid will in place can make a significant difference to your financial
security.
Cohabiting couples need to be proactive — not reactive.
If you’re unsure where you stand or want to ensure you and your partner are fully protected,
now is the time to act.
Contact Fortis Financial today to arrange a consultation and take control of your financial
future.
Click here to claim your Sponsored Listing.
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Address
12 Cook Street
Cork
T12FH72
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
