Irish retirees considering a move to Portugal There has been quite a lot of interest from Irish clients looking to retire somewhere tax efficient, close-by and sunny. Many look at Spain or France but once they do their research then Portugal becomes of far more interest. Portugal not only has a lot to offer in…
‘the importance of financial advice’ If you are between 40-60 years of age and worked in the private sector, you may be fortunate enough to have a ‘Defined Benefit’ (DB) Pension, i.e. an occupational pension from a previous employer that amounts to a promise (not a guarantee) to pay a future retirement benefit annually (based…
Over the past 20 years we have seen many US citizens move to Ireland to work for one of the many US multi-nationals. There have also been thousands of returning Irish who bravely moved to the USA in the 1970’s, 80’s and 90’s. An offshoot of these movements is that there are now children who…
Why Panic is for those without a Plan Background Ok, its officially a market correction, with the US ‘S&P 500 index’ down today {close of business GMT} over 25% since its high on 19/02/2020. The main factor causing this slump is the uncertainty from the health risk to the world population caused by a Global…