For Technology Executives
Financial advisory for technology executives in Ireland
Ireland is home to the European headquarters of many of the world’s leading technology companies. The executives who lead them hold financial circumstances of unusual complexity — equity compensation, international mobility, and an Irish tax and pension framework that rewards early, informed planning. SMP Financial provides strategic financial guidance built for precisely these circumstances: one relationship, the full picture, everything coordinated.
Who This Service Is For
This service is designed for senior technology executives working in Ireland whose compensation extends well beyond salary — restricted stock units, employee share purchase plans, bonuses, and long-term incentives — and whose time is the scarcest resource they manage.
Many of our clients are international executives who have relocated to Ireland and are encountering the Irish tax and pension system for the first time. Others are Irish executives whose careers have outpaced the planning around them. What they share is complexity without a coordinating plan — and little time to construct one.
Access to this service is by personal referral.
What We Address
Equity compensation without a strategy. RSUs vest, tax falls due, and decisions about holding, selling, and diversifying are made by default rather than by design. We put a documented strategy around the entire equity position — vesting schedules, tax treatment, concentration risk, and the timing of disposals.
Pension reliefs left unclaimed. The Irish pension framework offers substantial reliefs to high earners. Unclaimed, year after year, the cost compounds across a career. We ensure the available structures and reliefs are identified and used.
Protection gaps. Income, family, and estate protection frequently lag far behind the growth in an executive’s obligations. A single adverse event should not be capable of exposing everything else. We review and close the gaps.
An unfamiliar tax system. For internationally mobile executives, Irish rules on income, equity, pensions, and residence interact in ways that are neither intuitive nor forgiving of delay. We provide guidance grounded in the Irish framework from the first conversation.
The Service
One SMP adviser coordinates every dimension of your financial affairs, engaging and briefing specialists — tax, legal, financial planning, mortgage — so that advice arrives coordinated rather than in fragments. The service spans seven areas:
- 01
RSU & equity strategy — vesting, taxation, diversification, and disposal planning
- 02
Pension & investment — structures, reliefs, and long-term portfolio strategy
- 03
Tax planning — coordinated with specialist tax advisers
- 04
Protection & insurance — income, life, and family protection reviewed as one programme
- 05
Legal & estate — wills, succession, and estate structuring through the professional panel
- 06
Lifestyle & relocation — practical support for executives establishing or restructuring life in Ireland
- 07
Property & mortgage — acquisition, financing, and structuring
Service is hybrid by design: in-person where it matters, digital-first in administration, and bespoke throughout.
How an Engagement Begins
- 01
An introductory consultation.
Thirty to sixty minutes, complimentary, and without commitment — a structured conversation about your circumstances and whether this service is the right fit.
- 02
A transparent advisory fee.
Engagements thereafter proceed on a disclosed advisory fee, with no lock-in.
- 03
One relationship.
From the outset, a single SMP adviser holds the complete picture and coordinates everything that follows.
Standards
SMP Financial Ltd is regulated by the Central Bank of Ireland. Our advisers hold QFA, RPA, and SIA qualifications. Fees are disclosed and agreed before any engagement commences.
Enquiry
Enquire by referral
Access to this service is by personal referral.
Submit an enquiry
All enquiries are handled in strict confidence.
For general information only; this page does not constitute financial advice. SMP Financial Ltd is regulated by the Central Bank of Ireland.