Tips for managing your money at Christmas

December 4, 2019

Money management at Christmas, is it even possible? Yes, it is! It just requires some planning and a little bit of discipline. For those of you who did not get all your Christmas shopping done on Black Friday or Cyber Monday here are a few tips to help manage your spending over the next three […]

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MORTGAGE PROTECTION: What is the best cover for you & your circumstances?

November 26, 2019
Family time. Family protection

Buying a home is a huge financial commitment for most people. So, it stands to reason that we want the right cover in place to protect our family and our home if the unexpected should happen. A mortgage protection policy will pay off the outstanding balance on your mortgage if you die or become seriously […]

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Protect yourself and your business against the loss of your keyperson

September 11, 2019
Business Strategy Meeting

Arranging adequate business protection ensures the necessary funds end up in the right hands at the right time, helping to preserve the continuity of your business.   Businesses ensure they attract the right people for their company by offering a competitive salary, excellent benefits, a pension plan, etc. To ensure a key employee does not […]

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What to do when the Markets become volatile?

August 6, 2019

The U.S. stock markets had the worst day of the year yesterday, Monday 5th August, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors were understandably nervous. However, this morning saw markets rebound as China took steps to ease the currency […]

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Financial Tips for Business Owners

June 21, 2019
People at work in office

Some of the key questions for any company director or business owner to consider include; to what degree do you expect the business to form part of your assets? How do you view your business in the context of your overall financial goals?   Many small business owners are often too focused on growing and […]

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Ethical Investments

May 16, 2019

Investment priorities are changing. With growing concern over climate change, worker’s rights and greater sustainability, the need for alternative environmental and socially conscious investment opportunities are greater than ever. Once seen as a niche investment strategy ethical investing has become much more acceptable to investors in recent years. While central to any investment is a […]

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Inheritance Tax Planning

May 16, 2019
Calculating stock market fluctuations

Anyone who owns property or other assets should make a Will. A Will ensures that your assets are distributed according to your wishes but also, and maybe 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 that your personal representative, often a […]

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Love & Marriage: 7 Financial Reasons to Tie the Knot

April 30, 2019

Married couples can share tax credits if one person earns less than the other. You can be taxed as one unit and allowed some tax concessions not used by one spouse to be transferred to the other. The standard tax cut-off point is €44,300 for a married couple (€35,300 if your single/co-habiting).  If both partners […]

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Tax Treatments on Investments – What you should consider

February 27, 2019

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. Whether you think of yourself as an Investor […]

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Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future?

February 7, 2019
People at work in office

Are you aware that the person receiving the gift may be subject to Capital Acquisitions Tax (CAT)?   If you want your beneficiaries to avoid a hefty tax liability, should you decide to pass on your assets during your lifetime, you can set up a Section 73 Savings Policy, recognised by Revenue, to pay this […]

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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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