Blog
Learn more about planning your financial future.
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...
Why use a Financial Advisor over a Bank or Credit Union?
A large percentage of people head straight to a bank or a credit union (as more credit unions start offering “financial services”) when they want advice on the following products: Investments or Savings Pensions Life Insurance Serious Illness Cover Mortgages Income...
Pensions For All Ages
Pensions are such an important part of your finances yet many seem to avoid them until later in life. We are all for living for the now which is so important but ignoring your future can be detrimental to your finances. A pension in its simplest form is saving to...
Redundancies & Pensions – The Pitfalls
If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made redundant should be provided with leaving...
A Guide To Income Protection
The thought of being unable to work due to injury or illness is extremely daunting. But life can be unpredictable and often throws a curveball in our direction. If you’re unsure how you would get by financially if you were unable to work, you might want to consider...
