In our everyday life we are pushed to reduce our waste, recycle, reuse as much as we can. Many of us are switching to plastic free options. We can walk or cycle instead of driving. We can buy electric cars, we can install solar panels on our houses. These are all great in helping to reduce our negative impact on the planet. But what about investing?
Many of our clients complain of earning practically nothing for their money on deposit. In the next breath they will tell us that they are afraid of investing. This is because they are afraid of losing any of their hard earned capital. Unless you are willing to take an element of risk, you will not […]
Do you plan on leaving a loved one a significant gift or inheritance? Do you know the tax implications this may have on the individual? In 2020, you can leave your child up to €335,000 tax free, a blood relative can receive up to €32,500 tax free, while anyone else can only receive up to […]
At the beginning of the Covid-19 Pandemic, we wrote about how time is more important than timing when investing. I have been following a particular investment throughout the Pandemic. This investment was of €100,000 approximately 1 year ago, invested in a mix of funds in order to diversify their risk. The portfolio was a medium […]
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 […]
“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 […]