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Financial Tips for Business Owners

June 21, 2019
Financial tips for business owners.

Some of the key questions for any business owner and company directors 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? Here we look at some useful financial tips for business owners to […]

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Ethical Investments

May 16, 2019
Ethical investments

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. Central to any investment is a profitable […]

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Inheritance Tax Planning

May 16, 2019

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. 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) […]

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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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Transferring your UK Pension to Ireland

January 24, 2019
UK pension transfer to Ireland

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 […]

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What does a Bear Market mean for Investors?

November 26, 2018

What’s a “Bear Market”? A bear market happens when widespread pessimism leads to falling stock prices. During a bear market, prices tend to fall by a significant amount over an extended period of time which, according to the Wall Street rule of thumb, is usually when stock prices fall by 20% or more. This is […]

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Are you ready to retire – Part 2

November 16, 2018
Ar you ready to retire?

How can you prepare for life after work?   If you can, take control of when you retire It’s a good idea to think about when you when to retire or what season to retire. Apparently, the best season to leave the workplace is in spring or summer. It makes sense! It’s easier to be […]

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Are you ready to retire – Part 1

November 16, 2018
Ar you ready to retire?

Have you a Retirement Plan?  There’s been a lot in the media of late about Pensions and the state of the nation’s pension pot. While financial security is crucial for a successful retirement, make sure you don’t neglect the non-financial considerations that make for a happy retirement. You might want to retire before your 65, […]

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Rebuilding your finances after divorce / death

October 23, 2018
grief at divorce death of a partner

This is likely to be an extremely difficult time in your life and potentially you are managing your finances for the first time. Firstly the best advice we can give you is to start today; no more procrastinating. The first step is sometimes the most difficult to take. Rebuilding your finances after the divorce or […]

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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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