Do you live with your partner? Not planning to “tie the knot” any time soon? Have you thought about what might happen to your partner if anything happens to you ? Well listen up… unfortunately when it comes to estate planning for co-habiting couples you don’t have the same legal rights & protections of […]
Estate Planning for Co-habiting Couples Read More »
Personal Financial Planning is not always a priority for business owners, company directors and those in senior positions. Increasingly busy schedules and demanding responsibilities often mean retirement planning is put on the back burner. You’re losing out on significant tax relief on retirement savings and investment opportunities by not prioritising your retirement. Your pension should
Changes to the Finance Act 2022 that could greatly benefit your Retirement Plan Read More »
Anyone who owns property or other assets should make a Will. Having an up-to-date Will means your assets will be distributed according to your wishes. More importantly, your family is spared a complicated and drawn-out administration of your estate as set out by the Succession Act 1965. Dying intestate (without making a Will) means your personal
Inheritance Tax Planning Read More »
When our parents started working it was normal to stay with the same company until you retired. Nowadays it is rare for someone to stay with the same employer for 20 or 30 years. Most of us will have 5 or 6 jobs before we retire, we may even change career 2 or 3 times
Do you have a pension with a previous employer? Read More »
Everything is getting more and more expensive – food, energy, even second-hand cars… These elevated inflation rates are due to a culmination of factors including supply chain disruption and labour shortages due to Covid 19, the impact of the war in Ukraine, and increases in energy costs. Now, more than ever it’s important to
How can you make your money go further… Read More »
When it comes to protecting yourself and your family the most important thing is to get the facts and take the mystery out of your financial protection once and for all. Most people are surprised at how financially exposed they are and the right life insurance policy at the right price can be critical at
The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…) Read More »
If you live in Ireland but have a British pension or investment now is a good time to review them and consider whether or not to transfer your UK pension to Ireland. As with everything there are pros and cons but the benefits will depend on the type of pension you have. Most of
Transferring your UK Pension to Ireland Read More »
Starting a family is a wonderful and exciting chapter in anyone’s life. It also means adjusting to a whole new lifestyle, so a little planning can go a long way towards helping you remain in control of your money. The birth of your first child can put your financial plans awry if you don’t have
Financial Tips for Soon to be Parents Read More »
By Cleona Kinahan M.Sc CFP® QFA FLIA No matter what type of savings or investment account you have your money in chances are you’ll be liable for some level of tax on any gains made on your investment – Dirt; Stamp Duty; Capital Gains Tax; Exit Tax. Tax treatments on investments should be one
Tax Treatments on Investments – What you should consider Read More »
You can’t manage what you don’t measure. This statement is true for any aspect of your life, but none more appropriate than your finances. Talking about your finances can help people to make better informed financial decisions, feel less stressed, & more in control Do you need to start saving a little bit more?
You can’t manage what you don’t measure! Read More »