My 4 Unbreakable Rules of Investing

My 4 Unbreakable Rules of Investing

As we watch global stock markets once again hit all-time highs, in a pandemic year that has seen some of the biggest single day gains and losses in history, a perennial question is, how can we become more successful investors? My simple answer continues to be, stick...

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Inheritance Tax in Ireland

Inheritance Tax in Ireland

When it comes to taxation, nothing is ever simple. But if you want to save money, it pays to know the basics. Here are some key pointers about inheritance tax in Ireland. Who Pays? Capital Acquisitions Tax, the official name for inheritance tax in Ireland, is paid by...

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Planning for Life

Planning for Life

How we manage our money naturally changes as we move from our 20s into our 30s, our 40s, our 50s and beyond. So, what should our top financial priorities be, decade by decade? There is no one-size-fits-all answer and of course each goal does not in reality fit nicely...

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Making a Will

Making a Will

A will is a formal witnessed document that sets out how you wish to dispose of your possessions (also called your estate) on death. It’s a fairly straightforward document to put together but as it’s so important I would strongly advise you to use a solicitor to help...

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Lessons from the Lockdown

Lessons from the Lockdown

In what is now being dubbed the Great Lockdown our lives have changed immeasurably. Many of the things we take for granted in modern life such as eating out or commuting or going on holiday have been suspended. When we do eventually get back to some kind of normal we...

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The Fair Deal Scheme

The Fair Deal Scheme

The Nursing Homes Support Scheme, known better as the Fair Deal Scheme, provides financial support to people who need long term nursing home care. There’s a lot to it so here are the key points you need to know. 1. Care Needs Assessed Before confirming that long-term...

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5 Retirement Myths

5 Retirement Myths

Retirement should be something we all look forward to, after all we are living longer, healthier and fuller lives. And yet we are nowhere near saving enough. That’s why I want to tackle these dangerous retirement myths. MYTH 1 – THE STATE PENSION WILL SUFFICE No...

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How to Pay Less Tax

How to Pay Less Tax

Ireland’s taxation system is not exactly easy to navigate, nor is tax a subject we like to think about too much. Nevertheless there are plenty of tax reliefs and credits that you should know about. With that in mind here are some quick and easy tips on how to pay less...

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What is Equity Release?

What is Equity Release?

Home equity release, on the face of it, is one possible solution for homeowners short on income but living in a large valuable home.  For many in this position the obvious answer is to downsize, which as I’ve written before has its pros and cons. The biggest barrier...

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