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Category Archives: Taxation

Blog94: Is ‘Entrepreneur Relief’ Any Use To Me??

Welcome back to Ireland's award winning & straight-talking finance blog & podcast, where we are on a mission to share ideas and information that hopefully helps you make decisions that delivers long term results for you. Thanks for the lovely reaction to last weeks' episode, I certainly enjoyed sharing the story! This weeks' topic is...

Blog91: Ways To Beat Sequence-Risk….Possibly!

BlackRock Investment Managers conduct an annual piece of research (in the US) of around 30,000 individuals and get their sentiment and preparation for retirement. Obviously it is heavily slanted to the financial. One of the surprising things, for me at least, was that the #1 concern for the majority of respondents was not health or...

Blog88: ‘Budgety McBudget-Face’ 2019

In 2016 The Natural Environment Research Council in the UK invited the public to name their latest scientific research vessel, which was costing £200m. This vessel was going to be doing (and currently is doing) really insightful and exploratory work, making new discoveries and so on. Really important, noble and global research for the good...

Podcast109: The Real Impact Of Budget 2019 (Budgety McBudget-Face)

In 2016 The Natural Environment Research Council in the UK invited the public to name their latest scientific research vessel, which was costing £200m. This vessel was going to be doing (and currently is doing) really insightful and exploratory work, making new discoveries and so on. Really important, noble and global research for the good...

Podcast101: Using Trusts In Your Estate/Financial Planning

We have recently been asked to share ideas on how an individual (or couple) can ensure their investments/estate/assets are properly distributed and managed once they die. It is an area that is of real value and interest to both the people who may be 'receiving' and indeed obviously to the people that are 'giving' it! While...

Blog86: The State Pension & Swimming In The Nip!

Are you swimming in the nip dear reader? This week we share some ideas with you about a what the State Pension looks like currently, how much we might get, how we go about qualifying for it, and how the level of income we have from 'guaranteed sources' when we do retire determines how we can...

Blog85: Is Investing in EII A Viable Option?

This week we are finally getting round to a topic that has been on 'the list' for quite a while. One of the main benefits of pensions that 'the industry' of financial services harks on about a lot is the tax relief that is available on contributions, and that is certainly true. Having said that...

Blog68- A Last Resort……Section 72 Plans

In Blog 61 we mentioned Section 72 plans and said the following....These are creations of the Financial Services industry endorsed by the Revenue and are sold to people as a means to reduce or indeed eliminate a potential Inheritance or Gift Tax Bill down the road. They cost money and I am told are not...

Podcast 82: A Last Resort……Section 72

In Blog 61 we mentioned Section 72 plans and said the following....These are creations of the Financial Services industry endorsed by the Revenue and are sold to people as a means to reduce or indeed eliminate a potential Inheritance or Gift Tax Bill down the road. They cost money and I am told are not...

Blog61- They Died With Too Much Money………..So They Did

Welcome back to another edition of the Informed Decisions Blog, Ireland's #1 Financial Planning Blog & Podcast! This week we will take on an obscure topic, a topic which is often left till the bitter end before we give it consideration! When it comes to focusing on your Financial Planning, Financial Independence or 'building wealth'...

Blog #42- How ETFs Are Taxed Vs Shares & Retail Products

[Edit Jan 2018 - Please note the below was published prior to PRIIPS Regulation was introduced in EU in Jan 2018 which limited the availability of US Domiciled ETFs for Irish Investors]   This week we follow-up on our promise to share with you guys how ETFs are taxed here in Ireland. Like a lot of stuff...

Blog #38- Noah’s ARF…..The Biblical Retirement Fund

Welcome to the episode which will hopefully finally banish any confusion about ARFs, or do I mean ARKs!?...... Apparently Noah's Ark was made of 'cypress wood' and was in the region of 500 feet long. It was said to have been quite a boat, large enough to hold  125,000 sheep if those were his orders! Anyone...