Economic and Financial Overview

February 16, 2018

By Jim Power     The Global Economy in 2018 The international growth momentum is quite vibrant as we ended 2017 and the outlook for the global economy in 2018 looks quite promising. The US economy should continue to expand at a rapid pace, the outlook for the emerging economies looks positive, and as 2017 […]

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Where to begin when making a Will

February 5, 2018

Taking the time to draw up a plan for your estate can prove to be one of the greatest legacies you will leave your loved ones. A plan clearly setting out what you’re wishes are and where your most important documents are kept can make it easier for your loved ones and take the stress […]

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Is it worth talking to a Financial Adviser?

December 11, 2017

A financial adviser’s job is to analyse your finances, assess your options for investment, explain the risks levels and help you finance your future. Their focus is to identify and protect what’s most important to you in life while helping you to build up savings in the most tax efficient way to meet your specific […]

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Protecting your Income

December 11, 2017

Why it’s important to protect your Income Your income is your most valuable asset yet according to Aviva’s 2017 Report on Protecting Our Families less than 50% of people have taken steps to protect it. Too many people, could find themselves financially vulnerable if they lost their main source of income.  While it’s not something any […]

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What you need to know about starting a pension

November 22, 2017

Deciding on the type of pension for you, deciding when and how much to invest in a pension is one of the most important decisions you are ever likely to make. It’s so important to start making some provisions now for your retirement. Here a just a few tips on how to start on your […]

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Nearing Retirement: Checklist of things to do

November 10, 2017

Checklist of things to do when you near retirement It’s a good idea to start planning when you’re nearing retirement age.  Here is a list of things to work on now before you retire:   Find your paperwork. Old pensions from previous employers, life cover, current investments, pensions. Some people are very organised and know […]

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Company Owners avoid the 20% surcharge on your reserves

October 17, 2017

Irish companies which are “close” companies are liable to pay a 20% surcharge each year on any investment income (or deposit income) which is not distributed.   A “close” company is a business which is controlled by 5 or fewer participators (i.e. a person who has an interest in the income or capital of a […]

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What our clients want to know?

September 13, 2017

  You are dealing with an experienced, professional adviser whom you can trust.   You are listened to without any hidden objectives or agenda i.e. there is no business linked to the advice process which is the case in many banks.   Your adviser is fully contactable.   That your family will always be ok. […]

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All content provided in the above blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always obtain your own independent financial and legal advice based on your own particular circumstances, before entering any financial contract.