Category Archives: Wealth

A Different Era

The fitness levels on display in the last Sunday’s All Ireland final once again had us in awe. Similarly, when I watch Rugby and many other sports I marvel at the speed, strength and athleticism of today’s players. Matches have … Continue reading

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How will investment markets react to Trump or Clinton as President?

The gap between the two candidates has all but closed as we fast approach the 8th November finish line. Markets will either rise, fall or stay the same immediately after the election. This short term ‘movement’ has always been unknowable … Continue reading

Posted in Cork, Deposits, Financial Services, Investments, Ireland, Pensions, Retirement Planning, Savings, Tax, Uncategorized, Wealth | Tagged , , , , , , , , , , | Leave a comment

The inheritance tax trap

Leaving assets to children through a Will, can often trigger a liability to Capital Acquisitions Tax (CAT). In recent years, the CAT thresholds between parents and children have decreased dramatically and the tax rate has increased to 33%. Continue reading

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The Life & Pension Awards 2015

Best Financial Advisers in Ireland & Munster Continue reading

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Complete Financial nominated for Best Broker

The Life, Pensions & Investment Awards are due to take place this Thursday. We are delighted and honoured to announce that Complete Financial Advice Ltd have been nominated and shortlisted for both the Best Broker in Munster category and the … Continue reading

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Depositors Beware-EU to set up a bank “Bail-In” system!

A political agreement was reached on Wednesday 11th of December by parliament and Council Presidency negotiators for a draft bank recovery and resolution directive, this is the first step towards setting up an EU system to deal with struggling banks.

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Pension Schemes Tremble

The Irish government has approved a new range of proposals that would change the law in order to cut payments being made to existing pensioners that are involved in “troubled schemes” Continue reading

Posted in Doctor & Dentists, Pensions, Retirement Planning, Self Employed, Uncategorized, Wealth | Tagged , , , , | Leave a comment

Budget 2014 – Pensions, Inheritance Tax and Saving

Pensions The good news is that the tax incentives supporting pension planning remain Good news #1: Marginal rate income tax relief retained on pension contributions Good news #2:  No changes to the €200,000 tax free retirement lump sum limit Good … Continue reading

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Safeguard Your Pension

Recently we have seen episodes that have made people’s financial lives suffer approaching their retirement. Two particular episodes have made recent headlines: • Private U.K. pension company ‘Equitable Life’ has effectively gone out of business. Estimated total losses for the … Continue reading

Posted in Cork, Deposits, Financial Services, Income Protection, Investments, Life Assurance, Pensions, Protection, Retirement Planning, Savings, Serious Illness, Tax, Uncategorized, Wealth | Tagged , , , , , , , , , | Leave a comment

Bigger isn’t always better

Companies paying high dividends can look attractive however you need look closer before you buy. This article explains why. Income seekers may be lured in by companies which pay high dividends but there may be a more sinister reason behind … Continue reading

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