News

What are Additional Voluntary Contributions & Top 4 reasons to make them.

What are Additional Voluntary Contributions? Additional Voluntary Contributions or AVC’s are extra savings that you can make towards your pension Top 4 reasons to make AVCs 1) Enhance your retirement benefits Increase your expected tax-free lump sum at retirement. This is potentially 25% of your retirement fund, if you are a member of DC company […]

Read More

Inheritance Planning

Capital Acquisitions Tax still a real issue for your clients? There may be a perception that, given the recent reduction in estate and asset values, the need to plan for Capital Acquisitions Tax has gone away. If you look at some of the underlying facts, however, the truth is very different. Revenue reported that, in […]

Read More

Investing in Cash & inflation Risks?

As you may be aware deposit rates have fallen sharply in recent times and are expected to remain low for the foreseeable future. In times such as these, it is worth noting that your savings are being eroded by inflation. What is inflation? Inflation is a sustained rise in overall price levels over a period […]

Read More

Pensions Article – Sunday Times: by Samantha McConnell

Future is bleak unless brave action is taken on Pensions Last year will, I believe be seen as a watershed for pensions. It signalled the beginning of the end for many defined benefit schemes, with the reintroduction of the funding standard against a harsh economic and market backdrop. The European Court of Justice decided the […]

Read More

Is your Deposit making Cents?

The European Central Bank (ECB) reduced its key lending rate to just 0.15pc last week.  While great news for “Tracker Mortgage” holders it is an ominous sign to all savers (deposit holders). Not only that, the ECB further warned that it would charge our Banks for leaving spare cash with them.  The ECB deposit rate […]

Read More

Money Plus shortlisted for Prestigious Award

We are delighted to advise that Money Plus has been shortlisted for Best Broker Connaught – Ulster in the upcoming Life, Pensions & Investment (LPI) awards.  This is the second year the awards will be made.  The Irish Brokers Association introduced the awards to ensure that those at the forefront of the profession are identified and […]

Read More