Protection – More Important Now Than Ever

In the current pandemic, we are all realising how important it is to protect ourselves. Life is unpredictable and while we cannot stop events beyond our control we can protect ourselves from the financial impact of these events. Many of our clients have contacted us, wondering how they can further protect themselves and their loved […]

Deposits – A safe bet or are you losing already?

“I don’t want to take any risk with my money, I would rather leave it on deposit where it is safe.” With deposits at an all time low, is it time to start exploring other options for your investments? Many people think that by leaving capital on deposit, your capital is in a risk free […]

Mortgage Protection – Why Choose a Broker?

Mortgage protection is a requirement when taking out a secured loan from a bank, but you are not required to purchase this through the bank with which you have obtained your mortgage. Brokers provide a wider range of access and expert advice. All Irish banks are “tied” to one provider. This means that they can […]

Covid-19 and Investments: Time Vs. Timing.

This is indeed a worrying time for everybody. The current pandemic is affecting our lives in many ways. We are going to show you the value of time when investing. We refer to the Financial Crisis in 2007/2008. The following illustration from an article by Aviva shows the value of time after a downturn. It […]

Tanner’s Tips – Volatility

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. This week we are discussing volatility.   When you invest, you must have the stomach for volatility.   If you do not, it would be like getting on a roller coaster if you were terrified.   You must be […]

Tanner’s Tips – Risk

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Risk doesn’t have to be a negative thing.   There are many different levels of investment risk on the market. Before you begin, you must first understand your tolerance for risk.   This is basically what level of […]

Tanner’s Tips – Financial Goals and Planning

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. While we all go through life in a similar way, we often do things at different stages to other people, or perhaps have a different path we wish to take.   Some people may want children at […]

Tanner’s Tips – Inheritance Tax

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Inheritance Tax, also known as Capital Acquisitions Tax, is a tax of 33% payable upon an inheritance over a certain threshold amount.   You can also be liable for capital acquisitions tax on any gifts that you […]

Tanner’s Tips – Loans

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Let’s talk loans… Loans can be very handy, but also very costly. When you are looking at taking out a loan, ensure that you are getting the most competitive rate for your situation. It pays to […]

Tanners Tips – An Introduction

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Every week we are going to offer a segment of advice on this page.   This will be posted every Wednesday afternoon.   We are really aiming at keeping you informed and helping you to make better decisions […]