Archive for Messages

Pension issues facing you today

Messages on September 13th, 2012 No Comments

 Pension Levy Imposition of an annual 0.6% levy on nearly all pension benefit structures  Will be in place until 2014 and is based on the value of scheme assets at the 30th June  Look at ways of offsetting the cost of the levy – i.e. lower cost structures Can you access lower cost structures through […]

Portfolio construction and investment returns

Messages on July 27th, 2012 No Comments

Investment returns – where have they come from? Research has shown that about 90% of the return from a typical Pension or Investment Fund is determined by the asset mix – ie the proportions held in equities, property, bonds and cash. This makes sense if we think of property for example. If the market is […]

What’s on the horizon for Bonds

Messages on July 23rd, 2012 No Comments

What the fund managers say In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s on the horizon for Government and Corporate Bonds

What’s on the horizon for Currencies, Commodities and Cash

Messages on July 20th, 2012 No Comments

What the fund managers say. In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s their current position and view on global currency and commodities markets.

ARF & AMRF – New rules at the Point of Retirement

Messages on July 15th, 2012 No Comments

The Revenue recently confirmed the following change in Revenue practice “Re previous emails in relation to the application of the new ARF/AMRF rules introduced by Finance Act 2011 with effect from 6 February 2011, having considered the matter further in conjunction with Income & Capital Taxes Division, Revenue will now interpret the provision as meaning […]

Whats on the horizon for Equities

Messages on July 15th, 2012 No Comments

What the fund managers say. In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s their current position and view on equities around the world.

Why purchase Co-Director Insurance?

Messages on September 20th, 2011 No Comments

The directors of a company are often the major shareholders and make all the key decisions for the firm. A successful business depends on the close co-operation and experience of the directors.

Absolute Return Funds are they for you?

Messages on November 15th, 2010 No Comments

What is absolute return investing? An investor with an ʻabsolute returnʼ strategy aims to generate positive returns in any stock market cycle – the fund manager does this by using techniques that enables them to profit from both the ups and downs in markets and stock prices.

Dual Income Tax Briefing

Messages on September 2nd, 2010 No Comments

Tax Briefing 74: Crunch Time Do not contribute to the wrong pension arrangement. In September 2009, The Revenue Commissioners issued Tax Briefing Note 74: Tax Relief for Pension Contributions: Application of Earnings Limit. This briefing detailed how the earnings limit for pension contributions operates where an individual has two sources of income i.e. income from […]

Your Destiny in Your Own Hands

Messages on April 9th, 2010 No Comments

Are you tired of banks and financial institutions losing your money? Would you like real control over where your money is invested?