Davy Private Clients Insights

Insights

As part of our wealth management service, Davy Private Clients produces a range of publications to provide clients with insights and analysis of economic, investment and financial planning issues & events which impact on both the global economy and individual portfolios.
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Inspiring Entrepreneurship in Children

Today’s children represent a chance to inspire opportunity and growth for everyone.

Cents for Kids October 2015
BY Marah Curtin
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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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Today versus Tomorrow: Balancing Competing Financial Goals

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?

Financial Planning Insights September 2015
BY Marah Curtin
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Budget 2016: Time to rethink Ireland’s redistributive tax-benefit system?

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.

Investing Insights August 2015
BY Conall Mac Coille
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Chinese Equity Markets

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.

Investing Insights August 2015
BY Robbie Kelleher
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Overseas Property Owner? New Regulation may impact your Estate planning

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.

Investing Insights August 2015
BY Caroline Kelly
BY Brian Walsh
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Real Estate: Building Out Your Portfolio

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.

Investment Guides August 2015
BY Michael MacGrath
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