What is Responsible Investing?
What is Responsible Investing? A growing focus for many investors is the area of Responsible Investing and the consideration of Environmental, Social & Governance (ESG) factors in their investments. Within the investment sector, there is [...]
Is it really possible to “keep calm” when markets are volatile?
Here are 5 practical strategies to help you to do just that. From Warren Buffet to Howard Marks, the very best minds in the investment world all dispense similar advice during times of market volatility: [...]
Are you aware of the impact Approved Retirement Funds (ARFs) have on your future income?
If you have invested in a pension and have reached retirement, you may be under the impression that your planning for retirement is now complete. However, the accumulation of your pension fund is just the [...]
Introducing clients to their future selves
In one of his famous fables, Aesop told us of the grasshopper who spent his Summer singing in the long grasses and generally having a wonderful time, whilst his neighbour the Ant spent that same [...]
Can you still reduce your 2018 income tax liability?
Can you still reduce your 2018 income tax liability? Yes, it’s that time of the year again. This note details, with some examples, the Revenue rules around backdating relief for pension contributions and how you [...]
Traditional / Insured Pensions Schemes v Self-Administered Pension Schemes
Traditional Pensions Schemes v Self-Administered Pension Schemes There are several different pension products available in the Irish market. A lot of people get confused when trying to understand the difference between traditional insured pensions and [...]