This guide sets out how a Personal Retirement Savings account (PRSA) combined with an Approved Retirement Fund (ARF) can be used by any Irish Investor between the ages of 18 and 75 to invest personal savings in a tax efficient way
Patricia is a successful Entrepreneur. She is concerned that her family are not prepared for the wealth that she will leave behind and, like may people, the global pandemic has focused her mind. We have a plan for that
In the UK, Pension freedoms have given a significant boost to the interest in defined benefit (DB) transfers and despite a requirement to obtain professional advice there have still been widespread examples of mis-selling Financial Advice should be very personal in nature, and the following guide is intended to highlight the areas we would consider to be the most important when considering if a transfer of a Defined benefit scheme is in your interest
In 2008 the maximum Revenue approved pension fund was €5.4M today it is just €2m. This guide sets out the issues, the possible punitive tax charges and strategies for planning
This guide considers the role that cash or short-term high quality fixed interest (also known as bonds) plays in every investors portfolio
Investing in Property is a topic that is frequently under consideration in Ireland and the UK and the intention with this guide is to conduct an objective, empirical comparative study to assess the relative risk, return and correlations across these investments with a view to informing Portfolio analysis.