Wealthier families in Ireland four times more likely to benefit from inheritance

By |2022-12-20T10:26:28+00:00December 20th, 2022|Inheritance Tax Planning|

More than a third of households have received at least one inheritance or significant gift with the midpoint value of intergenerational wealth transfers standing at €80,200, new figures show. Publishing fresh data from its 2020 survey of housing finance and consumption, the Central Statistics Office (CSO) found that one in five households had received money

Time the Market at Your Peril

By |2022-12-16T09:59:06+00:00December 16th, 2022|Investment Planning, Investments|

Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear is that faster and easier ways of investing will allow people

Physical, Mental, and Financial Health: How Do All Three Contribute to Wellness?

By |2022-12-09T12:13:56+00:00December 9th, 2022|Financial Planning, Holistic Lifestyle Financial Planning|

One of the ways Merriam-Webster defines the word cycle is a course or series of events or operations that recur regularly and usually lead back to the starting point. And when the word vicious is placed in front of it, it becomes a chain of events in which the response to one difficulty creates a new problem that aggravates

Banks to be told to maintain cash services under proposed law

By |2022-12-02T11:08:22+00:00December 2nd, 2022|Banking, News|

Banks will be required to keep access to cash services at 2022 levels under a new legislative framework recommended in the Retail Banking Review. It is understood finance minister Paschal Donohoe has accepted the recommendation and that work on the framework will begin next year, with heads of heads of a bill to be delivered

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