by John McWey | Aug 2, 2023
We may not think about it often, but most of the products we consume in a typical day are produced and sold by companies that we own in our investment funds. A Regular Day For example, we might start the day using Palmolive shower gel and Head & Shoulders...
by John McWey | Apr 21, 2023
One of the main benefits of EU membership is the ability for Irish people to live, work, and retire to any country within the union. It has become quite common for Irish people to live part of the year – or full time – in another country, often Portugal, Spain, France...
by John McWey | Mar 29, 2023
Sustainability Strategies
by John McWey | Jan 20, 2023
The Background Pension legislation is constantly changing – tax relief limits, allowable contributions, retirement ages, eligible investment types, etc. European legislation transposed into Irish law in 2022 brought an abrupt end to the main pension planning route for...
by John McWey | Nov 17, 2022
Business owners focus most of their time on building, managing, and growing their companies. Taking care of their personal financial planning is equally as important, but often ignored. Investment, Pension, Insurance, Tax, and Estate planning are complex matters. A...
by John McWey | Sep 24, 2022
This week’s implosion of Sterling serves as timely reminder for those who previously worked in the UK that it’s worth considering moving old pensions to Ireland. This can be a complex process and needs to be carefully managed. As an adviser who worked in...
