SME Financial Planning Cork | Forsythe Financial Planning Cork
Smart corporate financial planning for Cork SMEs. Secure your business and scale personal wealth with independent advice from Forsythe Financial Planning. We help local business owners optimise executive pensions, invest company surplus tax-efficiently, and establish robust corporate protection policies.
Smart corporate financial planning for Cork SMEs. Secure your business and scale personal wealth with independent advice from Forsythe Financial Planning.
Running a business in Cork takes serious drive—but is your company effectively building your personal wealth?
At Forsythe Financial Planning, we help small and medium business owners turn corporate success into long-term personal security. We cut through the noise of Irish tax legislation to help you extract profits efficiently, lower your corporation tax bills, and protect what you’ve built.
Core Focus Areas for Modern Business Owners
The corporate pension landscape has shifted radically. With traditional single-member executive schemes facing strict deadlines to migrate to compliant structures like Master Trusts or modern PRSAs, proactive planning is essential.
As a non-aligned financial broker based in Cork, we work entirely for you—not the institutions. We ensure you maximise the 100% employer PRSA contribution limits to shield your revenue from high tax rates and safely transition corporate surplus into your private portfolio.
If you are ready to implement these changes, let me know:
- Are you holding onto an older Executive Pension scheme that needs to be transitioned?
- Do you have a specific target figure of company surplus you are looking to extract this financial year?
Whether you want to shield this year’s business profits from tax using the new PRSA rules, or you are trying to figure out what to do with an older executive pension scheme, I am here to help you clear the fog. Drop me a line or book a quick coffee chat—let’s look at your options and build a plan that gives you total financial peace of mind.
We can help with
- Pension planning for business owners
- Directors’ pensions
- Executive pensions
- Pension funding through the business
- Business protection
- Key person cover
- Shareholder protection
- Succession planning considerations
- Reviewing existing arrangements
- Linking personal and business financial planning
- Company investments
What you get: business owners
A business owner planning review that sets out your options across pension funding, protection and long-term planning, with clear recommendations on how to proceed.
We agree how we charge in writing before any work starts.
Drop us a line
Turn Company profits into personal wealth
Find out more about maximising your pension to turn company profits into personal wealth.
Protect your income
Protect up to 75% of your income with a company-paid Executive Income Protection plan.
Employee Benefits
Attract and retain key employees with attractive employee benefits.
Business Protection Insurance
Keyperson, Partnership and Shareholder insurance will ensure your business remains viable no matter what happens.
What can we do for your business?
We work with business owners throughout Cork to structure.
If you’re not sure if we can add value to your business, schedule a Discovery Call.
A 15-minute chat over the phone or by Zoom to see if enough ground exists between us to arrange a follow-up meeting