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PensionsPension
The Effect of a No Deal Brexit on UK Pensions

With the deadline looming for Theresa May’s Brexit deal, the likelihood of the UK crashing out of the EU is looking more likely than ever. But what would a “No Deal” mean for your pension? The answer depends significantly on whether you will be retiring in the UK or overseas, with pensions secretary Esther McVey…

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Financial Planning
6 of the Best Financial New Year’s Resolutions

Successful financial planning requires detail and proactive thinking, so the New Year is a perfect time to sit down and plan your financial future. Here are our 6 New Year’s Financial  Resolutions to help get your 2019 finances into shape.   Identify Goals Without a specific financial goal, it can be difficult to create a…

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Financial Planning
Investing in ETF’s (Exchange Traded Funds) and Index Tracking Funds

Investing in ETF’s (Exchange Traded Funds) and Index Tracking Funds What is an ETF? Exchange traded funds, often known as ETF’s, are a special type of mutual fund that trade on an exchange in the same way that an equity does. They can provide small discounts to underlying net asset value in volatile markets. ETFs…

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Asset ManagementFinancialsEconomicsInvestment
Four Cognitive Biases That May be Affecting Your Portfolio

Being a successful investor takes a great deal of skill and knowledge. Hours of studying, insight and initiative are needed to be able to consistently make high (or better yet market-beating) returns on your savings. However, perhaps the most important aspect of all is to do with our psychology! Benjamin Graham, the ‘father’ of value…

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PensionsTax PlanningPension
Solving Inheritance Tax

Inheritance tax, or the ‘death tax’, could be one of the most disliked taxes in the UK – no one wants their estate to be eroded away before it reaches their family. Currently, the tax-free threshold stands frozen at £325,000 for 2017-2021, or at £650,000 for couples. However, the steady rise in property prices over…

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PensionsRetirement Planning
Retiring Outside of Ireland with an Irish Pension

In 2018, research by Expatistan ranked Ireland as the country with the 7th highest cost of living in the world. It is for this reason that retirees that are under-funded – or even generously funded – seek out a lower cost of living by moving abroad. However, before moving abroad and drawing an income, it…

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