Lots of coloured umbrelllas to represent the different types of protection cover and choices

TOP 5 QUESTIONS WE GET ASKED ABOUT PROTECTION

When it comes to financial planning, one topic that is considered simple but often sparks the most questions is protection. Whether you’re a first-time buyer, have a growing family, are a business owner or approaching retirement, ensuring that you and your loved ones are financially secure is the foundation of a solid financial plan. We […]

Tax efficient pension planning - couple on beach happy with their plans

WHAT YOU NEED TO KNOW ABOUT TAX EFFICIENT PENSION PLANNING

A pension remains the most tax-efficient way to save for your retirement. Contributions to an approved pension scheme, whether that’s a company pension, PRSA (Personal Retirement Savings Account), or personal pension including any AVCs, offer 3 main tax advantages: Tax Relief on Contributions You can claim income tax relief on the money you pay into […]

market volatility

5 CONSIDERATIONS WHEN INVESTING DURING MARKET VOLATILITY

One of the most frequent reasons our investment clients get in touch is around times of market volatility. It can feel overwhelming for both seasoned investors and those just starting out when there are market fluctuations. The main thing we always say is that volatility is part of the investment journey. Turbulence in the short […]