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Planning for the Future; Auctioneers, Valuers and Agents

Thu, 09 Oct

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UCD Club, University College Dublin

SMP Financial, in association with David Ballagh, BC Law and Danny McGill, Newcourt Retirement Fund Managers, invite you to join us for an evening discussion on the key considerations around M&A as well as the purchase of property through pension structures.

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Planning for the Future; Auctioneers, Valuers and Agents
Planning for the Future; Auctioneers, Valuers and Agents

Time & Location

09 Oct 2025, 18:00 – 19:30

UCD Club, University College Dublin, UCD, Belfield, Dublin, Ireland

About the event

Join us for an evening presentation hosted by SMP Financial, followed by drinks and canapés. The event will feature insights from three distinguished speakers, each bringing deep expertise in their respective fields.


Donal Milmo-Penny  - Introduction

Donal is a founding partner of SMP Financial with over 25 years’ experience in financial planning. He specialises in pensions, inheritance strategies, and tailored solutions for individuals, families, and businesses. A former Chair of the Professional Insurance Brokers Association, Donal played a key role in the creation of Brokers Ireland.


David Ballagh of BC Law - Key considerations in mergers and acquisitions

David brings extensive legal expertise, advising clients on corporate and commercial matters with a particular focus on mergers and acquisitions. His practical, solutions-driven approach has made him a trusted adviser to businesses navigating complex transactions.


Danny McGill, from Newcourt Retirement Fund Managers- benefits and tax efficient purchasing property through a pension structure


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