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Self Administered Pension – Tread Carefully! Blog 172

14th May 2021

The above title might sound a bit dramatic coming from someone that uses Self-Administered Pensions to help clients capitalise on...

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topics
Investment Planning Pension Planning Retirement Income Planning Financial Independence
30th November 2020

Taxation of Investment Trusts versus UCITs – Blog 160

Taxation of Investment Trusts is a very topical topic – and one we received a few emails on following our...

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16th November 2020

Podcast 200 – with Pete Matthew (The PodFather!)

In Novemeber 2020, following this 200th episode, we converted to a member-based Podcast service. We continue to create new cracking...

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9th November 2020

‘The Next Millionaire Next Door’ with Dr. Sarah Fallaw – Podcast 199

Dr. Sarah Fallaw shares her insights on the following: – Her research of wealth builders all across the US –...

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2nd November 2020

Investment Trusts in Ireland Blog 159

In this piece we tell you what is worth knowing about investing in Investment Trusts in Ireland. We also share...

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2nd November 2020

Investment Trusts in Ireland – Podcast 198

This week we explore the pros & cons worth knowing about them, and we share some factual performance data about...

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19th October 2020

The A to Z Of Financial Service Acronyms (TATZOFSA!) Blog 158

Financial Service firms love their acronyms, as in they love them! Maybe it’s an insecurity thing, or maybe it’s an...

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19th October 2020

The A to Z Of Financial Service Acronyms (TATZOFSA!) – Podcast 197

Hey! Financial Service firms love their acronyms, as in they love them! Maybe it’s an insecurity thing, or maybe it’s...

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5th October 2020

Tax on Investments in Ireland – Podcast 196

Tax on investments in Ireland is a doozy! There is a warning often quoted in investment articles that suggest “you...

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5th October 2020

Tax on investments in Ireland – A Plea! Blog 157

Tax on investments in Ireland is a doozy! There is a warning often quoted in investment articles that suggest “you...

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29th September 2020

Your Life In 1 Week – Blog 156

If your life was one week long what day of the week would you be on, and what would you...

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