Davy Private Clients Insights

Financial Planning Insights

The Financial Planning Insights series of white papers provides clients with expert views and timely updates from Davy Private Clients’ financial planning specialists.
editorial List

5 Considerations for Transferring Assets to Your Children

Helping your children financially can give them a solid platform for the rest of their lives. Brian Walsh, Director of Financial Planning, considers a number of important emotional and practical questions to be addressed before taking that step.

Financial Planning Insights September 2016
BY Brian Walsh
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Philanthropy for Individuals and Companies

The way in which individuals and companies are giving to charities is changing. In this article, Deirdre Lyons and Clare Collins outline how investment advisers are dealing with the evolving philanthropic needs of their clients.

Financial Planning Insights August 2016
BY Deirdre Lyons
BY Clare Collins
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It's time to talk about the gender gap

It’s a home truth that Irish people are not saving sufficiently for their retirement income needs and the statistics show that a pension gap exists between women and their male counterparts, in terms of pension coverage and contributions to existing pension schemes.

Financial Planning Insights June 2016
BY Fiona Haughey
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Planning to sell your pharmacy – what’s your strategy?

Whether you are looking to sell your pharmacy now or further down the line there are many issues to consider.

Financial Planning Insights March 2016
BY Deirdre Lyons
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Succession Planning: Passing on your wealth in 2015

For many businesses and families, thinking long-term involves considering the safest and most sensible ways to pass on wealth to children. In this article, Deirdre Lyons, Tax & Financial Planning Strategist, looks at different options of good-practice succession planning.

Financial Planning Insights October 2015
BY Deirdre Lyons
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Keeping an eye out for the downside

It’s easy to forget the main lesson the crisis has taught us: ‘plan for the best, prepare for the worst’. In this article, Declan Hanley, Head of Financial Planning, considers some of the steps you can take so that you and your family are better placed to meet financial challenges.

Financial Planning Insights October 2015
BY Declan Hanley
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Parents should beware the rising inheritance tax take

The recent recovery in the property market, together with a very restrictive inheritance tax regime, have raised concerns for many parents on how to pass on their properties to their children without burdening them with a big inheritance tax bill. In this article, Martin Kennedy, Financial Planning Consultant, explains how to prepare the most tax-efficient estate plan possible.

Financial Planning Insights October 2015
BY Martin Kennedy
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Practical steps for anyone impacted by the pension threshold

Budget 2014 introduced changes to the maximum allowable pension fund at retirement and reduced the Standard Fund Threshold to €2m. In this article, Colm Power, Senior Financial Planning Manager, looks at the most effective strategies that we have implemented for clients who have been impacted by these changes.

Financial Planning Insights September 2015
BY Colm Power
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4 steps clients with pensions are taking to secure a rewarding retirement

In light of the recent strong returns in most asset classes, the value of many Irish pensions has improved. In this article, Colm Power, Senior Financial Planning Manager, looks at four easy steps that might help you hit your retirement targets.

Financial Planning Insights September 2015
BY Colm Power
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DB or not DB, that is the question

Interpreting Hamlet’s famous soliloquy is a breeze compared to the intricacies of a defined benefit pension plan but anyone with a ‘DB’ scheme must get their head around the risks and rewards, writes Declan Hanley, Head of Financial Planning.

Financial Planning Insights September 2015
BY Declan Hanley
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