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A Guide to Gifting €2m To Your Family, Tax Free! Blog236

27th November 2023

Gifting tax free to family, even large sums such as €2m. At first glance, this seems impossible and/or undesirable but...

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Tax Free Gifting To Family Ireland
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9th October 2017

Blog #49- What Is Rebalancing & Does It Help My Investments!?

Kindly indulge us for one sec…….WE WON!!!! ‘Best Finance Blog 2017’ (among solid company). We’re chuffed! Thanks to you all...

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2nd October 2017

Blog #48- Building a Core-Satellite Investment Portfolio

While it might sound a little like a project to build the next NASA space-rocket this is a fairly simple...

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25th September 2017

Blog #47- The Impact Of Time On Your Investment……Tick Tock!

It is the first thing people ask when they hear you work in the space of helping people manage money…..’What...

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18th September 2017

Blog #46- “Waiting For Armageddon” – Buy A House Now Or Wait For The Crash??

There are many many people today in Ireland pining for their own home, looking to get onto the property ladder,...

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10th September 2017

Investment & Pension Fees in Ireland – Shark Warning – Blog 45

What are Investment & Pension Fees in Ireland? You’ve come to the right article to find out! If you swim...

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28th August 2017

Blog #44- Making Sure You Get To New York (Managing Investment Risk!)

Hey! In a recent blog we took a look at the big 6 risks which exist when it comes to...

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21st August 2017

Blog#43- Is This The Best Mortgage Ever….??

Hey all, in this blog we will aim to share insights on the very best mortgage that you can get,...

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7th August 2017

How ETFs Are Taxed Vs Shares & Retail Products – Blog 42

How are ETFs Taxed? This week we follow-up on our promise to share with you how investments and ETFs are...

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Investment Returns 2021
31st July 2017

Blog #41- The Danger Of Trivial Pensions……

Central Statistics Office reported recently that 47% of men in Ireland have some form of pension, and 46% of females...

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26th July 2017

Blog #40- Why Most Financial Plans Are Absolute Faff…….

We are not writing or dictionary aficionados here but the noun Faff has been defined by the Oxford Dictionary as...

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17th July 2017

Blog #39- Should I Be Investing in Exchange Traded Funds (ETFs)??

This time around we are taking a look under the bonnet of Exchange Traded Funds (ETFs) in Ireland and determining...

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10th July 2017

Blog #38- Noah’s ARF…..The Biblical Retirement Fund

Welcome to the episode which will hopefully finally banish any confusion about ARFs, or do I mean ARKs!?…… Apparently Noah’s...

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