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Financial Factsheet 2022

    Financial Fact Sheet 2022

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Investment Outlook 2022

  As we are heading in to the new year, and we have had time to reflect on a positive 2021 in the Equity Markets, our attention is turned to the outlook for 2022 and how it may pan out. To help address this question I am delighted to attach...

Financial Factsheet 2021

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Winter Newsletter

Just released latest news letter these are the main areas covered. Time to start thinking pensions Life Assurance Policies- a look beyond price State backed initiatives to support businesses through the Covid Crisis. Click Here for the latest newsletter.

Investment Behaviour Webinar

We are delighted to introduce our latest webinar, which explores why we make the investment decisions we do, in particular over recent months. It is both entertaining and very informative. To watch, please click on link below: https://www.brighttalk.com/webcast/17344/419984

Webinar – Markets Update 16/06/2020

Explore the most recent Financial Factsheet which offers very useful references

This is our updated Financial Factsheet, which you may find useful. GLF Financial Factsheet 2020

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Financial Fact sheet April 2018

Financial Factsheet April 2018

Explore the most recent Financial Factsheet which offers very useful references

July 2017 Financial Factsheet

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Budget Summary 2018

Budget-2018-Summary

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Financial Fact sheet April 2017

Financial Factsheet April 2017  

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State Pension Contribution

State Pension Contributory There are two different State Pensions systems, namely the Social Insurance system and the Social Assistance system. The Social Insurance system provides pension benefits based on an individuals PRSI record over their lifetime whereas the Social Assistance system provides means tested pension benefit’s. In this article...

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Financial Planning for Divorce Couples

Financial Planning for Divorce – Five Areas to Consider: 1. Capital Acquisitions Tax in Divorce Transfer of assets between spouses whether by way of gift of inheritance are exempt from Capital Acquisitions Tax (CAT). Separation does not affect this exemption but divorce does. Ensure assets are transferred before the...

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Financial Factsheet – January 2017

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Capital Acquisitions Tax (CAT)- The Basics

What is Capital Acquisitions Tax? CAT is a tax you pay when you receive a gift or an inheritance. CAT comprises two separate taxes – a Gift Tax payable on lifetime gifts and an Inheritance Tax payable on inheritances received on death. It is the person receiving the gift...

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