Time in the market, not timing the market
A common phrase used in investing “Time in the market, not timing the market” is a common phrase used in investing to emphasize the importance of long-term investing strategies rather than attempting to predict short-term market movements. This approach suggests that consistently staying invested over time is more likely to lead to better returns compared […]
Financial Advice in 5 Key Areas
Actionable tips which will set you up for greater success If you’re in Dublin, Ireland and looking to improve your financial security and become more confident with money management, then we have the perfect guide for you. We will provide insights into key areas of personal finance that offer essential advice to people seeking to […]
Capital Acquisitions Tax in Ireland
Capital Acquisitions Tax (CAT) in Ireland Capital Acquisitions Tax (CAT) in Ireland is a tax levied on gifts and inheritances received by individuals. It is important to understand the various options and bands associated with CAT to effectively manage your estate and tax liabilities. Taxable Persons and Thresholds: CAT applies to both resident and non-resident […]
Financial Advice for Engineering Professionals
Financial Stability for Engineering Contractors: The Importance of Seeking Professional Advice As an engineering contractor, you have the freedom to choose your projects and work at your own pace. But with that freedom comes the responsibility of managing your finances effectively. It’s no secret that contractors often face unique financial challenges, and without proper guidance, […]
Financial planning for IT contractors
Comprehensive Planning Strategies for IT contractors Financial planning is crucial for IT contractors, as it helps them optimize their finances, save on taxes, protect their income, and effectively manage their wealth. By implementing a comprehensive financial plan, IT contractors can ensure a stable and prosperous future. This process involves budgeting, income protection, and setting short, […]
Saving for Your Children’s College Education
Planning and managing your child’s college savings As a parent, ensuring that your children can go off to college with the best chance for success is no doubt a top priority. Knowing how best to save and invest for their future education can be tricky and intimidating, especially if you don’t have experience or expertise […]
Vanguard Funds
What is Vanguard? Vanguard is one of the largest investment management companies in the world, with over $7 trillion in assets under management. It was founded in 1975 by John C. Bogle, who was a strong advocate for passive index investing. Vanguard has since become synonymous with index investing, and their focus on providing passive, […]
Retirement planning – Secure Your Future Dublin
Prepared for the future Retirement planning is vital to help you to save money for when you stop working. It will help you enjoy your life more and be prepared for the future. Retirement planning can help you to manage your financial resources more effectively, ensure that your retirement savings are being invested appropriately and […]
How to Transfer Your UK Pension To Ireland
How to move your pension back to Ireland from the UK If moving back to Ireland from the UK, it is important to tidy up your UK Pension and move it back to Ireland. We can help with the process Here are the key steps and processes we would follow to move your pension back […]
Business Owners – Wealth Management (Recent PRSA changes)
The Finance Act 2022 was enacted on 15 December 2022 with a change to the PRSA in Ireland. The government’s goal is to make Pensions simpler to understand and this is a welcome change to PRSA’s in Ireland which comes in to effect on 1st January 2023. Confirmation – Benefit in Kind for an employee […]