Financial Planning

An Teampall Geal - Issue 1

Oliver O'Connor Oliver O'Connor

Welcome to the first edition of our quarterly update on matters relating to financial advice and tax efficient financial planning. In this issue we discuss:

  • the recent volatility in the stock market and its impact on longer term investors;
  • the difficulty of seeking a ‘safe’ return with negative interest rates; and
  • how policies that pay inheritance tax liabilities work.
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