estate planning

Family time. Family protection

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

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 »

Couple relaxing while checking their investments

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

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 …

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

Investing & Saving your money

“The quickest way to double your money is to fold it in half & put it back in your pocket”

Not a bad mantra if you want to start saving, but what then?  What are you saving for? Why are you saving? There’s no point in having money if you’re not going to spend it at some stage. Money doesn’t buy you happiness, but neither does being broke! So where do you begin?   What …

“The quickest way to double your money is to fold it in half & put it back in your pocket” Read More »

Calculating stock market fluctuations

The only people who get hurt on a rollercoaster are the ones who jump off…..

By Cleona Kinahan M.Sc CFP® QFA FLIA   What does the coronavirus mean for Investors Stockmarkets across the world continue to tumble as governments struggle to contain the spread and impact of the coronavirus. This is having a significant impact on the value of investments & pensions if they are linked to these markets. So, …

The only people who get hurt on a rollercoaster are the ones who jump off….. Read More »

Calculating stock market fluctuations

Inheritance Tax Planning

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 …

Inheritance Tax Planning Read More »

Scroll to Top