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Tag: Bare trust

5 ways to help you retire early

5 ways to help you retire early

The past year has allowed us to prioritise and find out what is actually important to us.  We are helping a number of clients retire early at present and a few patterns have emerged that we would like to share.   If you would like more information on any of these tips, please give the office […]

5 Financial Pointers for Young Parents

5 Financial Pointers for Young Parents

Being parents of young children can be stressful and expensive.  It also coincides with the period of time that most people start financially awakening and realise that it is time to give financial matters time and attention.  This post focuses on a few small things you should be doing now as parents.   If you […]

How Much Cash to Hold in 2021?

How Much Cash to Hold in 2021?

We frequently get asked by clients how much should they keep in cash?  We still firmly believe that despite not getting returns in the bank, cash has a role in your personal finances.  These few pointers will help you decide how cash to hold.   If you would like more information on any of these tips, […]

The 12 Financial Tips of Christmas!

The 12 Financial Tips of Christmas!

We fully admit to being a little obsessed with Christmas, so this was always going to happen.  If any of these tips resonate and you need a chat, drop me a line!   If you would like more information on any of these tips, please give the office a call on 01 639 2908 or email me on […]

Reeling in the Years 2000 (inflation edition)

Reeling in the Years 2000 (inflation edition)

They say if you throw a frog into boiling water, it will jump out immediately.  However if you gradually increase the heat, the frog won’t notice and happily swim away until it becomes frog stew.  The same applies for inflation; we dont notice a 5 cent increase to our coffee in the morning, but over time this can […]

Inheritance tax is no crack! The best tip to pass on wealth the the next generation

Inheritance tax is no crack! The best tip to pass on wealth the the next generation

Gifting our children or grandchildren is a very natural thing and something we’d like to do to help them along the way. Unfortunately this is not easy from a taxation point of view. We can only gift a certain amount in a life time before a 33% tax kicks in. The thresholds in Ireland are […]

Who wants to be a *(half) Millionaire? Here is the habit that will get you there.

Who wants to be a *(half) Millionaire? Here is the habit that will get you there.

There is a popular myth in investing that the choice of investment fund is the most important and only aspect of long term savings that matters.   This can be true and certainly is part of the process, but it is a minor factor.  The most important thing in personal finance is NOT investment choice, […]