Financial Factsheet 2022
Financial Fact Sheet 2022
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...
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
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
Financial Fact sheet April 2018
Financial Factsheet April 2018
Explore the most recent Financial Factsheet which offers very useful references
July 2017 Financial Factsheet
Financial Fact sheet April 2017
Financial Factsheet April 2017
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...
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...
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...