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Switching Mortgage providers could save you €1000’s

On Saturday May 2nd, Irish Independent, Charlie Weston sent a clear message to us all regarding the current state of mortgage interest rates. “Forget the Government doing anything about variable rates.

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Accessing Pension Benefits at Retirement

Any individual can retire from age 60, assuming they are in a strong enough financial position to do so.

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Why not to leave your money on deposit

If you are a business owner and are fortunate enough to have some surplus cash on your balance sheet you might want to reconsider whether it’s worthwhile leaving it on Deposit.

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Can you afford not to have Income Protection?

Are you a business owner? Self-employed? Do you have sick pay entitlements? Have you ever thought about what might happen if you were unable to earn an Income?

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Utilising the Annual small gift exemption

Given that Gift and inheritance tax rates have now increased to 33%, for many people it may be worth utilising the annual small gift exemption as a long term inheritance tax planning tool.

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What is a Certified Financial Planner

What is a Certified Financial Planner CFP®? CFP (Certified Financial Planner) is the world’s most widely respected financial planning designation.

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Using a pension fund to buy a property

A combination of falling Deposit Rates, Tax changes along with Rising property prices and rents are causing some investors to consider using their pension funds to buy properties.

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Business Protection

Business Protection is about having properly structured life assurance policies to deliver money into the right hands at the correct time.

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Changes to Finance Bill 2015

The Finance Bill was published on Thursday 23 October 2014 and as usual it included a few surprises that maybe weren’t considered big enough to be included in the Budget speech.

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Tax efficient succession planning

Significant changes in the Inheritance Tax Thresholds combined with the Increases in the CAT/Inheritance Tax rate mean many people are now concerned about the most tax efficient way to pass assets to the next generation.

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