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Learn more about planning your financial future.

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

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...

Child Savings Plan : Tips to help you save for your child’s education

We last ran this blog over two years ago. Much has changed in the world since then. While in the recent budget there has been some element of a reprieve with regards to child savings plan and the cost of third level education and some element of a credit with regard...

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

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]

Are you wondering whether you need a financial advisor? Check out this informative video that Adrian has created to help you understand the reasons why you might benefit from working with a professional. As financial advisors, we've seen firsthand the difference that...

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 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...