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Cross Border Issues Arising for Purposes of Ireland/UK Double Tax Convention Thumbnail

Cross Border Issues Arising for Purposes of Ireland/UK Double Tax Convention

There are some clear and fundamental differences between the tax laws of Ireland and the UK. Consequently, where an individual is considering their estate planning and there is a cross-border dimension due to the domicile and/or residence of the individual or beneficiaries, or the acquisition of assets abroad, great care needs to be taken and legal and taxation advice should be obtained, as the advice will differ in each case based on the particular circumstances of the individual.

Why investor “risk profiling” is the financial services equivalent of painting by numbers Thumbnail

Why investor “risk profiling” is the financial services equivalent of painting by numbers

When constructing investment portfolios, it is essential that we understand exactly what we mean by “Investment Risk”. Many, if not most, investors see risk though the lens of short-term volatility, that is to say the rapid changes in price of an equity portfolio compared to, say, a bank account. Whilst it is true in the short-term that a bank account “seems” safer than an investment in the market, when looked at over the longer term, historically at least, the bank account has struggled to keep pace with inflation and savers have “lost out” significantly to the additional wealth created by global capital markets.

How much is enough in retirement? Thumbnail

How much is enough in retirement?

At Global Wealth, we help retirees identify the life they want to live in retirement and then develop a plan to help you achieve that life. We focus on how you want to live in retirement and the quality of that life, not just on the size of your pension pot.