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 […]

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 – State Pension

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Do you know your entitlements under the State Pension?   There are two types of State Pension, Contributory and Non Contributory.     The State Pension (Contributory) is paid to people from the age of 66 (if born […]

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 […]

Tanner’s Tips – Emergency Fund

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Yes finances are boring! However, in order to be prepared for the events discussed in week 1, we really must focus on the basics of our finances. When you get paid, be it weekly, bi-weekly, monthly, […]

Tanner’s Tips – Budgets

Tanner’s Tips comprises of a father and daughter team, an unstoppable duo fighting apathy in the world of finance. Budgets, yes I can already hear you all clicking away… We all hate budgets.   However, are budgets necessary?   Absolutely.   If you have a clear financial plan, you are less likely to spend frivolously. At the start […]