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Company Owners avoid the 20% surcharge on your reserves

April 12, 2021
Company Owners avoid the 20% surcharge

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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10 Things about Money You Weren’t Taught at School…

March 11, 2021
Things about money not taught at school

By Cleona Kinahan M.Sc CFP® QFA FLIA   1. Spend less than you earn – This is a discipline. In order to achieve this goal, you have to know where your money is going each month. Everyone hates the word Budget but given that we all work so hard for our paycheck, taking a little […]

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So what are the financial benefits to getting married?

February 2, 2021
Financial benefits of marriage

“You don’t marry someone you can live with….  You marry someone you can’t live without” – unknown   Ok so it’s not the most romantic reason for a proposal, but there are many financial and practical reasons to tying the knot. As well as the joy of sharing your life with the love of your […]

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10 Reasons to Jump Start Your Financial Future…

January 7, 2021
New year Resolutions 2021

GET FINANCIALLY FIT for 2021!!!   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 […]

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2020 – what a strange year it’s been…

December 9, 2020

Only a few weeks to the end of 2020 and what a strange year it’s been, for all of us. It’s been a year like no other – full of uncertainty and huge changes for businesses, as well as heart-warming generosity and kindness. Businesses have struggled and businesses have thrived. Some people have welcomed the […]

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The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…)

November 11, 2020
Family time. Family protection

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 […]

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You lose some, you win some… Offset your investment losses against Capital Gains Tax

October 22, 2020
Couple relaxing while checking their investments

By Cleona Kinahan M.Sc CFP® QFA FLIA Did the Property crash in 2009 effect you? Have you suffered CGT losses in the past that you have forgotten about? Have you ever crystalised a loss on bank shares? Or any shares for that matter?   For so many clients, these losses are just a reminder of […]

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Tax is likely to be your biggest expense… learn how to control it!

October 19, 2020
Tax Refund

Tax isn’t a very exciting topic for most people but it does become exciting when you consider how much money you may be able to put back into your own pocket simply by making a few small adjustments. This year the income tax return deadline for 2019 is the 31st of October 2020. If you […]

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How are you saving for your Children’s Future?

August 17, 2020

Help your Savings go Further When it comes to your child’s future you want to give them every opportunity possible. When it comes to their education you need to ensure you have enough to support them through their college years. Therefore, with a range of saving & investment options to suit your particular needs O’Leary […]

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What’s All the Fuss About Cash?

August 10, 2020
Investing & Saving your money

by Cleona Kinahan M.Sc CFP® QFA FLIA   Many of us were brought up to believe Cash is King, that the best way to save money was in your deposit account. Some of you may be old enough to remember the bank account book that was manually updated when you made a lodgement or withdrawal. […]

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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.

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