In times of financial uncertainty, it’s only natural to feel the urge to take action. Whether markets are surging or slumping, many investors are tempted to try and time their entry or exit to perfection. But here's the reality: successful market timing is almost impossible — even for professionals. Instead of trying to guess the
...Hello Long-Term Financial Success! If, like me, you had big fitness plans for 2025 and failed by mid-February, don’t beat yourself up. There’s still time to get back on track…but that’s not what I’m talking about today! Fitness goals aside, a financial plan for 2025 is still within reach. Beyond Resolutions: A Financial Plan That
Using the Small Gift Exemption & Bare Trusts to Build Wealth for the Next Generation Inheritance Tax has been a hot topic in the media lately, and many of our clients have been asking how they can efficiently pass on wealth without incurring unnecessary tax burdens. One particularly effective strategy that parents and grandparents are
Make 2025 a Year of Control It feels like now more than ever, we are living in a world like no other. The word “unprecedented” might be the most overused word of 2025. With uncertainty looming large, it’s easy to feel a bit anxious about the future. While we can’t control global events, we can
Every year, we are bombarded with information on items that we should / can or have yet to claim or declare. It can be a bit of a confusing time but we find that the main points below will highlight the tax reliefs and claims that can be most commonly made before the deadline (31st
Understanding Your Protection Needs Life is full of unexpected twists and turns. While we can't predict the future, we can safeguard ourselves and our loved ones with comprehensive protection. While mortgage protection is essential for safeguarding your home, it's often not enough to fully protect your family's financial well-being. It's like having a safety net
You've worked hard to build a secure financial life. You've got a good job, a comfortable home, and maybe even some savings tucked away. But with so much conflicting information out there, you might wonder: could a financial advisor really make a difference? The answer, based on research by Brokers Ireland, is a resounding yes.
In this article, we explore the importance of protecting your most valuable asset and what the various options are. This includes key differences between mortgage protection and life insurance, helping you understand the considerations that should be factored in when saving for your future. In 1644, English judge Sir Edward Coke was quoted as saying,
This festive season, we are living in a world like no other. Many of us are still reeling from the pandemic in addition to inflation, low interest rates and wars across Europe and the Middle East. All these circumstances have ushered in unwelcome volatility in the markets. This leaves many of us looking towards 2024
What is the difference between Mortgage Protection and Life Insurance. Usually when people refer to Life Insurance they mean Level Term Assurance, here is a quick video on what the difference is. Hopefully it gives you an idea of what you need. If you want to talk to us about life insurance, mortgage protection or
