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Learn more about planning your financial future.

What should I do with my money? (2023)

What should I do with my money? (2023)

Planning for your future is a key part of life – whether it is saving for your children’s education, supplementing your lifestyle or planning your retirement. However, with interest rates at historic lows, the returns you are getting from savings held on deposit are...

How Can I Best Use The Small Gift Exemption

How Can I Best Use The Small Gift Exemption

How can I best use the €3,000 Small Gift Exemption The current rate at which Capital Acquisitions Tax (CAT) is charged is 33% and applies to a gift or an inheritance in excess of the thresholds. Capital Acquisitions Tax Thresholds for 2022 €335,000 (Group 1)- Child,...

Principles for Long-Term Investment

Principles for Long-Term Investment

Long Term Investment Options History has shown that the longer you keep your money invested, the greater the chances of a positive outcome. Staying fully invested through a market cycle has, in the past, ensured investors reap greater rewards over the long-term as...

Co-habiting Couples and Taxation in Ireland

Co-habiting Couples and Taxation in Ireland

The world we live in today has an ever-increasing amount of couples co-habiting together which is also confirmed by the Central Statistics Office (CSO).  There has especially been a large increase in numbers of cohabiting couples with children in rental accommodation,...

How Savings and Investments Work

How Savings and Investments Work

Set your goals Savings and investments can feel like an intimidating world to the uninitiated. But at Oaktree Financial we are here to help you navigate the way to financial success. The first step is to establish your financial goals. Are you saving for retirement?...

What Does a Financial Advisor Do? [Ireland]

What Does a Financial Advisor Do? [Ireland]

Financial advisors can assist their clients with their finances in a number of ways. In fact, they often specialise in some combination of investment management, financial planning, savings, tax efficiency, and more. This makes them especially valuable for those with...

Oaktree Named All-Star Financial Services Team 2022

Oaktree Named All-Star Financial Services Team 2022

Here at Oaktree Financial Services Ltd we are delighted to announce we have been named All-Star Financial Services Team 2022 by the All-Ireland Business Foundation! This award represents the culmination of many months of hard work by our team and we’d like to thank...

ESG Investing

ESG Investing

ESG investing or Environmental, Social & Governance investing is essentially socially responsible investing. It refers to investments that prioritise optimal environmental, social and governance factors. Many people today want to invest in funds that have a...

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