The ‘I do’ Factor I decided to write this post having read a very interesting article published by Standard Life which showed that marriage makes for better financial planning. So saying ‘I do’ does in fact bring more than just emotional happiness; it can also increase the attention people pay to their future finances too. Some of the interesting […] Read More
Inheritance Tax In light of recent budget changes we have come to acknowledge that C.A.T (Capital Acquisition Tax) is no longer a tax on the wealthy, it now affects a greater number of people due to the reduction in thresholds. C.A.T planning is extremely important as the need for individuals to protect and care for their loved […] Read More
I love Sandymount Campaign We are delighted to announce our participation in the recently launched ‘I love Sandymount Campaign’. The campaign itself is aimed at promoting business in Sandymount and getting local residents to spend money in the village. Over the weekend we managed to distribute over 300 keyring fobs in less than an hour despite the heavy rain. […] Read More
Let your wife control your retirement fund I recently read an article written by an american author and I though I would share a summarised version with you. The article centres around the ideology that women are in fact better investors than their male counterparts. In a recent Washington Post article, academics have long known that when women invest they tend to […] Read More
Budget 2014 Pension Changes As we all know yesterday the Minister for Finance, Michael Noonan delivered the Budget for 2014 to the Irish public. In an ongoing effort to secure he nations exit from the EU bailout programme and revive our economic some drastic changes had to be made in an effort to meet our on going liabilities and […] Read More
Partnership Insurance Many small businesses are run by two or more individuals working together, either as: A Partnership As co-directors and shareholders of a private limited company In either structure the sudden death of a partner can cause immediate and significant financial problems for the surviving partners. It can also pose uncomfortable situations for surviving partners and […] Read More
Credible Sources It is a question that is regularly asked by clients, what news sources to you use for your financial information? In the current climate we have access to countless new sources and all the information that we could possible need, in some cases this can be overwhelming. It’s important to find a few sources that […] Read More
The Art Of Investing vs Saving There has been a lot of talk recently of poor deposit rates offer by domestic banks, long gone are the days when bank deposit rates fell well above the inflation rate and individuals could sit back and watch their money grow. In the present climate the art of beating inflation and maintaining the purchasing power […] Read More
Debt Ceiling Dilemma Over the past week I have received a few queries from clients in relation to the ‘Government Shut-down’ over in the US. Individual investors didn’t know the consequences that this shut-down could have on the US economy itself and also the implications across the world. I have tried to summarize exactly what is going and […] Read More
Pensions made easy Over the last few weeks and months we have seen numerous headlines in relation to the Irish Pension industry, it looks as though we are entering a period of reform and individuals will be forced to take action themselves. Below are my Three key components in order to operate and maintain a successful pension scheme. […] Read More