Our Blog

Inheritance Tax take at Record levels

By |July 13th, 2019|Blog|

“Inheritance Tax is a voluntary tax paid by those who dislike their heirs more than they dislike Revenue” This statement is essentially true, Inheritance Tax is entirely avoidable if you are motivated enough. With the [...]

Camino for CRY

By |July 12th, 2019|Blog|

Its almost one year since our Managing Director Barry Kerr underwent emergency open heart surgery. Thankfully he is recovering well and has decided to ‘give something back’ by doing the Camino Way for Cardiac charity [...]

Economic Seminar, Galway

By |April 2nd, 2019|Blog|

Thank you so much to Aviva Life & Pension  and Jim Power Economist for speaking at our recent  event in the Maldron Hotel, Oranmore , Co Galway. During his presentation Jim Power addressed some of [...]

And the winner is ……

By |April 2nd, 2019|Blog|

We are Delighted to announce that we recently won " Connaught-Ulster Broker of the year" at the 2019 LPI Awards held in the Mansion House, Dublin. . These awards aim to give recognition to brokers and [...]

Annual LPI Broker Awards

By |March 15th, 2019|Blog|

We are delighted to announce that we have been shortlisted by Brokers Ireland for their annual LPI awards in two categories, (1) Connaught/Ulster Broker of the year & (2) Regional Financial Planning Broker of the [...]

What is Auto Enrolment?

By |January 22nd, 2019|Blog|

What is Auto Enrolment? It is now widely accepted that reform of the current, purely voluntary approach to retirement saving, is required to improve pension coverage to a desired level. Support for a mandatory or [...]