Tax on Investments

Tax on Investments

Investments in Ireland are subject to various taxation rules and regulations, some clear, some not so clear, and all of which can seem daunting at first glance. My summary below aims to inform you of the exact type of tax on investments that applies to individuals in...

read more
Auto-Enrolment

Auto-Enrolment

By quickly answering these six questions I can tell you everything you need to know about the Government’s new Auto-Enrolment plan. Why? With State finances struggling to maintain the State Pension for a growing retired population, not to mention poor private pension...

read more
The Biggest Financial Decisions of your Life

The Biggest Financial Decisions of your Life

I’ve never agreed with the saying, “look after the pennies and the pounds will look after themselves”. My advice is to do the exact opposite – focus on the big decisions and don’t sweat the small stuff. In life we face no more than a handful of really big money...

read more
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 to...

read more
UK State Pension Explainer

UK State Pension Explainer

This explainer is aimed at people resident in Ireland who have spent time working in the UK at some point in the past. Did you know you can cheaply top up your UK State Pension? Here’s a quick Q+A. Q. Can I have both an Irish and a UK State Pension? Yes, if you...

read more
The 7 Baby Steps

The 7 Baby Steps

Dave Ramsey's famous 7 Baby Steps are a set of financial guidelines to help individuals achieve financial stability and build wealth. The idea is that each step builds on the previous one, the ultimate goal being financial freedom and peace of mind. Here's a...

read more
Irish Cohabiting Rights

Irish Cohabiting Rights

For better or worse, marriage is in the decline all over the world. In Ireland, cohabiting couples form a significant portion of the population, but their legal standing has often been a grey area. Understanding cohabiting rights is crucial, especially when it comes...

read more
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...

read more
The Best Returns on Savings

The Best Returns on Savings

Bank and credit union savings rates have shrunk to almost zero over the last several years. So how do we get the best returns on savings and, more importantly, given this extremely low rate environment, what is the best way to save in 2022? How much to keep in the...

read more

Quarterly Newsletter