THE WORLD IS CHANGING Global sustainability challenges such as flood risk and sea-level rise, privacy and data security, demographic shifts and regulatory pressures are introducing new concerns for investors. More than 3 in 4 people in Ireland are concerned about the impact of climate change on the environment according to recent research from Aviva Ireland […]
The Minister for Social Protection, Heather Humphreys announced in a press release issued on Tuesday the 27th of April that she has signed the European Union (Occupational Pension Schemes) Regulations 2021. (IORP stands for Institutions for Occupational Retirement Provision). This means that the EU IORP II directive will be transposed into Irish law through the […]
We are delighted to announce that we now offer a Fee Based Financial Planning Service which is designed to help graduate Employees, Managers, Executives or Professionals, kickstart their Lifetime Financial Planning journey towards enhanced wealth creation & Lifestyle protection. Our Fee Based Financial Planning Process: The step-wise process outlined above, involves two meetings and a […]
Tax Relief on Contributions Employer contributions – Corporation Tax Relief Employee Contributions – income tax relief & not treated as a BIK Investment Options Access to thousands of Global Equities, Funds, Bonds, and Property, on regulated markets and managed though a single portfolio Tax Free Investment Growth Capital Growth & Income received from Investments made […]
Over the recent economic cycle, the acceleration in Global equities Returns was driven by three catalysts including (1) growth in corporate Earnings (2) a downward trend in interest rates (with bond yields reaching all time lows and indeed dipping into negative territory) and (3) massive liquidity injected into the financial system by Central Banks. (Notably, […]
If you are a business owner or a practice partner, then, equity in your business will probably form a major part of your retirement strategy. But ask yourself today; What is my exit plan? How do I transfer wealth created by my business into my back pocket? And, how much will my business be worth […]
Just a brief note to share a thought on the recent market activities. As a long-term investor in equities, I remind myself regularly that I am buying a small stake in the world’s most innovative companies. These global businesses are the service, travel & leisure providers, drivers of technology and manufacturing advancements, medicine discoverers, communication […]
In any given year, even in good years, the World Stock market will be minus an average of 15% at some point during the year. Every seven or eight years the market will be down two or three times that, minus 30% to 50%. Right now we are going through one of those major downturns. Is this […]