At this time of year, many of us start out with lists of New Year's resolutions. Improving our approach to financial planning, and sticking to it, is one thing that should remain at the forefront of our minds. Brian Walsh, Director of Financial Planning, outlines five key areas that we should focus on.
For many people, investing in property through a pension is a viable and increasingly attractive option. Peter Feighan, Senior Financial Planning Manager, outlines the reasons why.
Winning the lottery is something we may all dream of. However, the stark reality is that many winners go on to declare bankruptcy. Some basic principles of wealth management and financial planning can help ensure lottery winners have the life they want, for the rest of their life. In this article, Gavin Murray, Director at Davy Private Clients, lays out some ground rules.
Minister for Finance Paschal Donohoe delivered Budget 2018 on 10th October 2017. In this article we set out our thoughts on the impact of the measures relating to investments, business, succession planning and pensions which we think are relevant to our clients.
In this article, Declan Hanley, Head of Lifestyle Solutions, looks at some of the pitfalls companies make which have lessened their effectiveness in implementing enhanced transfer value programmes.
Helping your children financially can give them a solid platform for the rest of their lives. Brian Walsh, Director of Financial Planning, considers a number of important emotional and practical questions to be addressed before taking that step.
The way in which individuals and companies are giving to charities is changing. In this article, Deirdre Lyons and Clare Collins outline how investment advisers are dealing with the evolving philanthropic needs of their clients.
It’s a home truth that Irish people are not saving sufficiently for their retirement income needs and the statistics show that a pension gap exists between women and their male counterparts, in terms of pension coverage and contributions to existing pension schemes.
Whether you are looking to sell your pharmacy now or further down the line there are many issues to consider.
For many businesses and families, thinking long-term involves considering the safest and most sensible ways to pass on wealth to children. In this article, Deirdre Lyons, Tax & Financial Planning Strategist, looks at different options of good-practice succession planning.