Blog
Learn more about planning your financial future.
Understanding Group Pension Plans: A Guide for Employers
A Group Pension Plan is a pension scheme provided by an employer for its employees, serving as a tax-efficient means of ensuring financial security in retirement. At Oaktree Financial Services Ltd, we can help you navigate the various types of pension arrangements...
Important Changes to Pensions and PRSAs in Ireland: What You Need to Know for 2025
The Finance Act introduces significant changes to pensions and Personal Retirement Savings Accounts (PRSAs) in Ireland, effective January 1, 2025. These updates will affect both employers and employees, particularly company directors. Below is a summary of the key...
Key Changes to Capital Acquisitions Tax (CAT) in Ireland: What You Should Know
The recent Finance Act has introduced significant changes to Capital Acquisitions Tax (CAT), also known as Inheritance or Gift Tax, in Ireland. One of the most notable adjustments is the increase in the tax-free thresholds, which determine how much a person can...
Kickstart the New Year: How Financial Planning Can Secure Your Future
The start of a new year is an ideal time to focus on your Financial Goals and ambitions. Financial planning isn't just about budgeting, saving, or investing. It is about putting all the aspects of your life together to create a plan that suits you perfectly. Having...
10 Tips to Invest Better (2025)
Looking to invest but need some guidance? It can seem like a complicated thing to get into, but you don’t need to be an expert or even be rich to invest! You just need a decent understanding of how it works. Here are 10 tips to invest better. 1. Know Why You Are...
Oaktree Financial Services Shortlisted for the Investment Broker Expert Award 2024
Investment Broker Expert Award Oaktree Financial Services is excited to be shortlisted for the Investment Expert Broker 2024 Category at the 2024 Broker Expert Awards for the 3rd year in a row. We are honoured to have won this title in 2023 and hope to make it...
7 tips for how you could grow your money in your 30s and 40s
Is now the time to take control of your finances, aim to build your wealth and shape your future? Try these seven tips for trying to grow your money in your 30s and 40s. When you were in your 20s, you probably had a vision of...
Financial Tips For Your 20s
If you are in your 20s, time is on your side. But that does not mean you should put off planning your finances for a few more years. The earlier you start developing good habits, the better off you will be when you are older and have a lot more financial...
