Socially Responsible Investing

Doing Well and Doing Good?   Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. As citizens, individuals...

Irish Budget 2019: What it means for you

Irish Budget 2019 – Main points The main takeaways from Budget ’19 in respect of personal finances are as follows: Personal Taxes Personal Income Tax rates have not changed. Tax bands have widened marginally so that a single earner now moves from the 20% rate to 40%...

Pension Tax Relief Deadline 2018

The deadline is fast approaching for claiming tax relief against 2017 earnings by making a pension contribution. Now is the ideal time to top-up your existing pension or start a new policy. This applies whether you are self-employed or a PAYE taxpayer. If you pay and...

Pensions for Company Directors

Company Pensions are one of the most tax efficient means of transferring profits into long-term personal wealth. Self-Administered Pension Plans (SSAP) are highly flexible retirement planning vehicles. They allow company directors to reduce both corporation and...

Exchange Traded Funds – A Brief Overview

ETFs: A Look under the bonnet First published in the FM Report Exchange Traded Funds (ETFs) are not new – first appearing as equity index trackers in the US during the 1990s, but they have ballooned in both number and size of assets in recent years. By the end of 2017...