My partner and I are cohabiting, but what are the implications in terms of inheritance tax? Q My partner and I bought a house seven years ago and while we do not intend to marry we are in a committed long term relationship. We have taken out life cover but friends frequently advise we should
How to get your finances in order – top 10 tips to help you get you started This is a short question but not a short answer. Also, there may be a different answer for each individual. We do need to make and complete a plan. Ultimately, financial planning is about tailoring a solution to
Business All-Star We’re delighted to have been announced as the All-Star Wexford Mortgages & Financial Planning Company 21/22 We’re also proud to receive Business the All-Star Accreditation for a third year in a row. We are very proud to have accomplished this outstanding achievement as it recognises the continued hard work and dedication of our
When is the right time to look after yourself and your family? Most people benefit from seeing a financial adviser, but when are the best times in your life to see one? One answer is to say that you should visit an adviser whenever there’s a major change in your life. Marriage – Having children –
The Register of Irish Business Excellence Thought Leader in Mortgages and Financial Planning We were awarded with the coveted Business All-Star Accreditation at Croke Park. It is an independently verified standard mark for businesses based on performance, trust and customer-centricity. #businessallstars @BizAllStars
Welcome to the inaugural edition of our newsletter. As a company, we recognise the importance of staying in touch with you, our clients, and we hope that this newsletter will provide you with information on issues and topics of importance to you and your business. In each issue you will find information on a variety
Budgeting Tips Do you need help making your money last until pay day? By facing up to poor spending habits and setting yourself a budget you’ll find that not only does your money go further, but you may even have some left over. You don’t follow a budget Most Irish adults don’t have a household
Get the most from your money with a financial plan.
If you haven’t given any thought to planning out your financial future then you should do it now. A plan can help you get the most from your money and help you achieve your goals in life. If you don’t draw up a plan, you’re more likely to end up in a financial mess. Drawing up a plan sounds tough, but it’s easier than you might expect
Here are five financial perils that could inflict serious damage if you don’t have a plan.