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.
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.
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.
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.
If you’re like most, not having enough money for retirement is a top financial concern. Other noteworthy concerns are not having enough money to pay medical costs, maintain the standard of living you enjoy and pay off your debt. Sound familiar?
With the October Budget approaching the clamour for tax cuts and spending increases has begun. Conall Mac Coille discusses the Irish tax-benefits system and how it compares internationally.
The developments in the Chinese stock market and the implications for other stock markets have dominated the headlines in the last few weeks. In this summary and video, Robbie Kelleher, Senior Investment Strategist, analyses the main reasons behind the recent turmoil.
It is increasingly common for individuals to live in one country and own assets in another. The legal and tax regime can vary significantly from country to country, and it is not always clear which assets should fall under the jurisdiction of which country. Changes to EU regulations may have an impact on how you plan your estate.
Real estate can be a valuable addition to an investor’s portfolio, offering an income stream, diversification and a degree of protection against inflation. This article is a summary of our ‘A Guide to Real Estate’, which discusses this key asset class, as well as outlining some of its benefits and risks.
Is the current tax regime serving as an impediment to the establishment, growth and sustainability of enterprise in this country?