66 Fitzwilliam Square

Dublin 2, Ireland

+353 (0)1 539 7246

Tax Efficient Portfolios

Everybody’s tax circumstances are unique. Whether you are a retiree or a business owner, employed or self-employed or a foreign passport holder your financial plan and investment portfolio should reflect your specific circumstances.

We work with your tax advisers to create a bespoke portfolio for your particular requirements. Examples include Irish Resident and Non-Domiciled individuals or US Citizens living in Ireland.

Old book.Please see some similar pictures from my portfolio: