Blog
Learn more about planning your financial future.
Personal Pensions
In this week's blog post, we outline Retirement Annuity Contracts, or as they are more commonly known - Personal Pensions. As we edge closer to the tax filing deadline, contributions to this scheme are used by many to reduce their tax liabilities. Personal Pensions...
It’s Never too Soon to Start Your Pension
Pensions are often overlooked and put off until later in life. Many people in their 20s and 30s put their pension on the long finger, as it may not be a priority. However, starting early is the best thing you can do for your pension and it doesn't cost as much as you...
The Benefits of Long-Term Investing
When it comes to investing for your future, there are myriad paths you could take. There are more than 7,000 publicly traded stocks to choose from, many types of investment vehicles, and ample opportunities to invest on your own or seek the financial help of an...
Why You Should Have a Financial Plan
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 a Financial Plan is essential to get the most out of your money and prepare you for your...
Inheritance & Gift Tax Planning
As we get older and accumulate assets, we eventually get to the point of wondering how we can pass our wealth down to our children. Ireland has one of the highest Capital Acquisition rates globally which is currently set at 33%. Over the last number of years, it has...
Group Pensions & Risk Benefits
A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement. Oaktree Financial Services Ltd can explain the differences between the...
What You Need to Know About Self-Build Mortgages
A self-build mortgage is a mortgage for people who want to build their own home exactly how they want it and where they want it. There are many similarities between self-build mortgages and regular mortgages, but there are some slight differences to consider. The...
Understanding Investor Behaviour
When it comes to money and investing, we are not always as rational as we think we are. Consequently, there is a whole field of study that explains our sometimes ‘strange’ behaviour. During the investment process, investors often experience the ‘roller coaster of...
