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Are you protecting your most valuable asset ?
Are you protecting your most valuable asset? When I ask most people what their biggest asset is, the chances are they’ll say it’s their home. In some cases this might be true, but for the [...]
Structured Product Offering Q1 2020
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 [...]
Can I use my pension Fund to buy a Property?
As rents continue to rise right across the country, one question I get asked increasingly more often is “Can I use my pension fund to buy a property?”, if so how do I do it? [...]
Business All Star Awards
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
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
“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 [...]