Business Owners

As a business owner there are many demands on your time from a lot of different places such as clients, employees, revenue and suppliers. It is hard to think of everything, that is why it is important to secure the financial future of your business today. Allow us to look after the “What ifs”. We can put our wealth of experience to work and advise you on:

  • Business Protection
  • Shareholder Protection
  • Key Person Protection
  • Partnership Protection
  • Inheritance Tax Planning
  • Directors Pensions
  • Company Investments

The good news is that we can structure all of the above to be tax efficient. You are protecting your income, your assets and your future.

Client Testimonial: K&L Deliveries


K&L DeliveriesK&L Deliveries is a Courier & Distribution company with our head office in Millstreet and a depot also in Dublin. We have a total of 35 vehicles on the road. We offer next day delivery to anywhere in Ireland. We also provide a delivery service to all of the U.K & Europe. K&L employs 47 people throughout Ireland.

As managing director of this company, I have a lot of life and pension policies accumulated over the years. In September 2011 I engaged the services of Sean Lynch of Qifa Financial Planners to prepare a report on all of the products that I and my company held. Sean prepared a comprehensive report on all our policies. The report whilst comprehensive was written in plain English and designed for the end user.

Sean spent time with myself and my wife and explained in detail what we had and more importantly the type of policies we had and how they worked. He was able to show us that by changing a few simple things we could save a lot of money. We acted on his advice and will save a staggering amount of €64,400 over the next 15 years, whilst still maintaining the same level of cover.

To conclude, I would highly recommend everyone to use the services of Qifa Financial Planners. They offer clear impartial advice, something everyone could benefit from.’’

Gordon O’Keeffe, Managing Director, K&L Deliveries Ltd,
Millstreet, Co. Cork. January 2018.

Sean Lynch - Financial Planning at Qifa

Sean Lynch, CFP, QFA, FLIA


Sean Lynch of Qifa Financial Planners can assist in securing the financial future of your business.

Make An Inquiry


Please complete the short form below and Sean Lynch will contact you as soon as possible.

Business Owners and Sole Traders – Your Future, Our Expertise

We are all busy building our business. This can take more time than we sometime care to admit to. Therefore, it is important to stand back and develop a clear path for your future. This can include:

  • Exit strategies
  • Succession planning
  • Getting the maximum from our company
  • Maximising all available reliefs

After all life is not a rehearsal and it is important that you get the most out of your time with the business.

Qifa Life Path


The Qifa Life Path is a financial plan designed with you in mind. It is all about you and your future. We establish where you are now, where you want to get to and most importantly why and how you get there. We use the latest software technology and coupled this with our experience, education and use of tax strategies. It provides clarity and a clear path to achieve your life goals.

Download Qifa Life Path Brochure

Succession Planning

You may want to pass assets to someone. It is important that you understand the rules and the thresholds so that you can avoid paying unnecessary tax. We have gained a lot of experience in this particular area. The best way to plan the smooth transition of your assets is to plan years in advance. The longer you can plan the better.

  • Exit plan: Ownerships Goals & decision
  • Estate Plan: Family goals & decision
  • Business plan: Managed goals & decision
Succession Planning

Anita Paczkowska - Succession Planning

Anita Paczkowska QFA, BA


Anita is the Succession Planning expert at Qifa Financial Planners and is a Qualified Financial Advisor (QFA).

Make An Inquiry


Please complete the short form below and our Succession Planning expert, Anita will contact you as soon as possible.

The Qifa Team would be happy to discuss any of our services with you. Contact Qifa today to discuss your requirements on 022 57444.