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

Solid Reasons to Consider Investing Your Pension in Property

For many people, investing in property through a pension is a viable and increasingly attractive option. Peter Feighan, Senior Financial Planning Manager, outlines the reasons why.

Financial Planning Insights November 2017
BY Peter Feighan
editorial List

Set For Life? What To Do When You Win The Lottery

Winning the lottery is something we may all dream of. However, the stark reality is that many winners go on to declare bankruptcy. Some basic principles of wealth management and financial planning can help ensure lottery winners have the life they want, for the rest of their life. In this article, Gavin Murray, Director at Davy Private Clients, lays out some ground rules.

Financial Planning Insights November 2017
BY Gavin Murray
editorial List

Summary and Key Changes

Minister for Finance Paschal Donohoe delivered Budget 2018 on 10th October 2017. In this article we set out our thoughts on the impact of the measures relating to investments, business, succession planning and pensions which we think are relevant to our clients.

Financial Planning Insights October 2017
BY Davy Private Clients
editorial List

Enhanced Transfer Value Programmes - Why Haven't They Worked?

In this article, Declan Hanley, Head of Lifestyle Solutions, looks at some of the pitfalls companies make which have lessened their effectiveness in implementing enhanced transfer value programmes.

Financial Planning Insights June 2017
BY Declan Hanley
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
editorial List

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
editorial List

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
editorial List

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
editorial List

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
editorial List

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
HIDE V
SHOW /\