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.

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Investment Outlook – 2011

Messages on January 5th, 2011 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 the following in 2011:-

Equity Markets, Economic Growth, Currency Markets, Interest Rates and Bonds, Overall

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Budget Overview

Messages on December 9th, 2010 No Comments

In this section we summarise the main changes in the budget 2011……

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Budget Summary 2011 – How does it affect my Pension?

Messages on December 8th, 2010 No Comments

Introduction

Minister Brian Lenihan, T.D. has outlined the Government’s planned budgetary adjustments for 2011 and given some further detail on some of the measures announced in the National Recovery Plan. According to Minister Lenihan “it is the Government’s strong view that the economy can continue to grow while we make the budgetary adjustments outlined in the National Recovery Plan.” In achieving this conomic growth it must be “built on solid foundations: that are sustainable socially, economically and environmentally.”

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Absolute Return Funds…Are they for you?

Messages on November 15th, 2010 No Comments

What is absolute return investing? A quick recap..

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. Read more »

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 employment and income from self-employment and is making contributions to both an occupational pension scheme and a Personal Pension plan. The most obvious example of this would be a Medical Doctor / GP who has GMS income as well as earnings from his/her Private Practice.

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Absolute Return Funds

Messages on June 18th, 2010 No Comments

What is absolute return investing?

The concept is actually very simple. 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.

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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?

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New Rules for Pension Scheme Trustees

Messages on April 9th, 2010 No Comments

We wish to advise that the Pensions Board has launched its interactive e-learning training course for pension scheme trustees.

The Pensions Act was amended to include a requirement for pension scheme trustees to undertake training at regular intervals. New trustees are now required to undertake training within six months of being appointed, while existing trustees must be trained within two years. All trustees will then be required to undertake training every two years thereafter.

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Self Directed Pensions & ARF’s

Messages on March 10th, 2010 No Comments

The latest development in the world of pensions is self-directed options. While these have been available for some time they have traditionally been aimed at a very small portion of the marketplace. Now providers have opened up these attractive options to a wider market, which means many more people can get in on the act.

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