A Fellow of Chartered Accountants Ireland, a Qualified Financial Advisor (QFA), a Retirement Planning Advisor (RPA), a Chartered Tax Consultant (CTC) and a member of the Society of Trust and Estate Practitioners (STEP) Ireland, Yann specialises in pre- and post-retirement planning, investment and protection advisory, and pension-technical consultancy.
Yann advises high net worth individuals on their retirement planning, wealth protection, estate and succession planning strategies, and business cash extraction opportunities. He works with corporate clients; advising on the design of pension and risk scheme structures, corporate investments, business protection and shareholder succession planning.
Protecting your Business & Preserving Value - Yann Harrison 952.08 KB
Yann Harrison, Wealth Management Director, presented at the Tullamore Business Lunch in February 2020. The theme of the event was "Growing, Protecting & Realising Value from your Business"
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Protecting your Business & Preserving Value 1.05 MB
Yann Harrison, Wealth Management Director, presented at the Longford Business Lunch in November 2019. The theme of the event was "Growing, Protecting & Realising Value from your Business"
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SME AllServ 1.89 MB
SME AllServ is an integrated business service, offering you a unique range of tailored services, focusing on your needs and bundled competitively to suit the demands, size and dynamic of your business.
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Personal Retirement Savings Accounts - Employer Factsheet 314.2 KB
Where an employer does not operate an occupational pension scheme, or where there is limited eligibility for membership of a pension scheme, there is a legal obligation on employers to provide employees with access to at least one standard Personal Retirement Savings Account (“PRSA”) with one PRSA provider, and failure to do so could result in the imposition of fines and/or prosecution.
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