Our Blog

Structured Product Offering Q1 2020

By |January 10th, 2020|Blog|

  Broker Solutions:  Kick out Memory Bond 7    Underlying investment: 3 Stocks Axa ING ORANGE Investment Return: The Potential Return is 10.3% after 1 year. If all 3 shares are above 85% of their initial [...]

Business All Star Awards

By |January 8th, 2020|Blog|

We are Delighted to announce that in December 2019 Wealthwise Financial Planning  received Business All-Star Accreditation Our team has been very busy during the final quarter of 2019 working with the All-Ireland Business Foundation to [...]

2019- The year in Review

By |January 6th, 2020|Blog|

2019 began with equity markets in depression, having posted negative returns for 2018 and down double digits in Q4 2018. Concerns about Brexit, global economic slowdown and tense trade talks, plus the prospect of interest [...]

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 [...]