financial affairs

Investing & Saving your money

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. While central to any investment is a …

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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 …

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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?

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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How can you improve your long-term investment opportunities in a volatile stock market.

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. To improve the chances of a better return on your …

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