Barry Kerr

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So far Barry Kerr has created 43 blog entries.

Inheritance Tax take at Record levels

“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 correct planning there is no reason why anyone should have to pay Inheritance tax at all. The whole topic of [...]

2019-07-13T23:13:52+00:00July 13th, 2019|

Camino for CRY

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 CRY (Cardiac Risk in the Young). The event is taking place in September, he will walk 125km of the Camino [...]

2019-07-12T08:39:40+00:00July 12th, 2019|

Economic Seminar, Galway

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 the major issues impacting the Global Economy in 2019, topics such as US Trade war, Emerging Market Difficulties, Chinese Economic [...]

2019-04-02T20:33:38+00:00April 2nd, 2019|

And the winner is ……

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 financial advisers who have proved their excellence, professionalism and dedication to maintaining high standards in the Irish market. Its a wonderful [...]

2019-04-02T20:21:02+00:00April 2nd, 2019|

Annual LPI Broker Awards

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 year. These awards aim to give recognition to brokers and financial advisers who have proved their excellence, professionalism and dedication [...]

2019-03-15T18:50:30+00:00March 15th, 2019|

What is Auto Enrolment?

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 quasi-mandatory retirement savings system reflects the fact that whilst many people would like to begin saving for retirement, the complexities [...]

2019-01-22T15:29:37+00:00January 22nd, 2019|

2018 Review

As we look back and reflect on another financial year I think it would be appropriate to begin this article with the frequently used caveat, “past performance is not a guide to future performance”, this was certainly the case for 2018. After one of the longest Bull markets in history this year saw the return [...]

2019-01-07T12:08:20+00:00January 7th, 2019|

Tis the Season for giving

Tis the season for giving As the saying goes "it is better to give than receive", with people in a festive and generous mood it seems like the perfect time to highlight the rules around gifting and the gift tax implications. Despite a number of changes in recent years it is still possible to pass [...]

2018-12-06T21:35:45+00:00December 6th, 2018|

Welcome to the team

We'd like to take this opportunity to welcome the newest addition to the Wealthwise Financial Planning team, Brian Trainor Brian Joins the Wealthwise team to open and manage our new Galway office based in Oranmore. Brian has spent the last 12 years as a Senior Private Banking Manager advising HNW clients for Bank of Ireland [...]

2018-11-19T21:13:20+00:00November 19th, 2018|

A guide to Income Protection V Specified Illness

Have you thought about how you would cope financially if you suffered a serious illness which meant you were unable to work? If this happened, you could be faced with prolonged periods off work for treatment and recovery which could have a huge impact on your income. This could put your home and lifestyle at [...]

2018-11-14T22:06:59+00:00November 14th, 2018|