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...
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?...
