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GET FINANCIALLY FIT for 2022!!! It’s time to improve your overall financial knowledge Get clear on your options. Taking the time to understand your current financial position will help you identify the challenges that you may face (both now and in the future). The sooner you identify these, the sooner you can remedy them […]
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Making a Will 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 […]
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Tax isn’t a very exciting topic for most people but it does become exciting when you consider how you might reduce your tax bill and put money back into your own pocket simply by making a few small adjustments. This year the income tax return deadline for 2020 is the 31st of October 2021. If […]
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When pursuing long-term financial goals such as saving for retirement or for your child’s education a regular savings plan can provide many potential benefits to investors. However, interest rates being what they are at the moment do not allow for much growth in your savings. So, how can you improve your investment opportunities long-term in […]
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Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially? Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance […]
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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 checklist 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, they […]
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What do you need to know about starting a pension? People retiring today expect to be much more active than previous generations, so it’s important that you prepare for the life you want to live when you reach retirement age. You may not want to stop working at 66 but you should know what your […]
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Euro saved is a Euro earned! So the saying goes, but thanks to inflation the value of that Euro saved could be a lot less than when you earned it, over time. The obvious impact of inflation on your savings is that your purchasing power is eroding. This means that if you stash €100 under […]
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Passing on wealth can be a sensitive subject not only because of the financial complexities but also the family emotions and politics it might drag up. In 2020, Revenues net receipts from Capital Acquisitions Tax (CAT) were €505 million. €430 million of this was made up of Inheritance Tax and €71 million was made up […]
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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 controlled by 5 or fewer participators – i.e. a person who has an interest in the income or capital of a company. Does […]
Read MoreAll 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.