Tuesday, 13 May 2025
Think your DIY investment app has your tax reporting covered? Think again. For executives in Technology & Life Sciences, platforms like DeGiro and Revolut may offer convenience but they could also leave you exposed to costly tax risks.
Monday, 12 May 2025
When a client asked whether they needed to report a college fund investment for their child to their employer, it opened up a bigger conversation about compliance rules in regulated industries. This blog unpacks who needs to disclose what and why
Monday, 28 April 2025
Uncertainty can feel unsettling, but history shows that patience and perspective are powerful tools for investors. Learn why staying the course during challenging times can make all the difference.
Sunday, 20 April 2025
Thinking of using a “Child Gifting Account” to invest for your children or grandchildren? Before you act, find out what Revenue really says — and why a simpler approach might be all you need.
Friday, 04 April 2025
Redundancy is challenging, but understanding your rights and engaging confidently with the process can make all the difference. This guide outlines what a fair redundancy looks like in Ireland and how to make thoughtful financial decisions at every step
Thursday, 03 April 2025
A clear, accessible guide based on our expert video with Employment Law Specialist Caoimhe Heery. Learn what makes a redundancy genuine, what rights you have as an employee, and how to engage with the process confidently.
Wednesday, 02 April 2025
Facing redundancy? This expert interview breaks down your legal rights, entitlements, and next steps — tailored for professionals in Ireland’s tech and medtech sectors
Thursday, 09 January 2025
After a turbulent, but ultimately positive year for most investment markets, our approach to managing client money remains consistent
Sunday, 05 January 2025
We’re pleased to share that changes to our website are on the horizon. These enhancements will feature fresh, forward-thinking design and improved functionality, aligning with our innovative approach for the future.
Friday, 03 January 2025
We’ve partnered with a trusted platform to bring you Portfolio View, a convenient and secure way to see all your policies in one place.
Wednesday, 01 January 2025
Building strong, long-lasting relationships has always been at the heart of what we do. Our focus to provide tailored support as you work toward your financial goals, and it is in this spirit that we are excited to share some news
Thursday, 14 March 2024
As Irish Banks continue to drag their heels in passing on the ECB interest rates to savers, a new range of offerings are being presented to Irish Consumers. But are they what they seem?
Monday, 11 March 2024
One of the frustrations for many of our clients who receive share options as part of their remuneration package is ensuring that they remain tax compliant. This article reviews the changes introduced in the 2023 Finance Act
Wednesday, 31 January 2024
Using default US Stock Broking platforms (E-Trade, Fidelity, Merril Lynch etc.) to wire funds back to Ireland and converting them to Euro from Dollar along the way could be costing you hundreds in unnecessary fees.
Sunday, 21 January 2024
One might make you very wealthy, or not, while the other will probably help you reach your financial goals. Choosing the right option for you is not an easy task.
Saturday, 20 January 2024
Most employees in the Tech & Pharma industry hold a significant portion of their personal ‘wealth’ in the shares of the company they work for. Is that appropriate, and should you have an investment strategy that takes this concentrated holding
Wednesday, 14 July 2021
Turning your business into a personal asset is one of the most powerful methods of wealth creation there is, and will make you work smarter than ever before
Tuesday, 13 July 2021
Banks have started applying negative interest rates to corporate/business accounts. This fee can be as high as 0.65% per annum, meaning that businesses could be paying hundreds or thousands of euro simply to hold funds on deposit.
Thursday, 29 October 2020
We have been certified for the second consecutive year! AIBF accredited companies are defined as progressive, indigenous Irish businesses, which meet the highest standards of verified performance, trust and customer centricity
Wednesday, 19 August 2020
Gary advises on suitable investment portfolios for different levels of risk and requirements people may have.
Wednesday, 17 June 2020
You probably haven’t heard of the Second Payment Service Directive regulation. However this innocuous sounding term has the potential to change the field of personal finance & banking forever, and today we saw the first example.
Sunday, 03 May 2020
Curran Futures are delighted to launch our new competition. It’s easy to enter and play and there are great prizes on offer, plus the chance to compare your ‘investment smarts’ against family and friends over the next two weeks.
Wednesday, 01 April 2020
Right now, people are looking at ways to cut spending, especially with concerns over current and future income. This article answers some of the most common questions we’ve received about Life, Illness & Income Protection policies
Friday, 20 March 2020
At retirement most private pension holders are offered a choice to take a fixed, guaranteed income for life, known as an Annuity, or transfer the balance of their pension (after withdrawing the Tax Free Lump Sum) to an Approved Retirement Fund
Thursday, 12 March 2020
Following the release of recommended guidelines for businesses from the Department of Health, we have taken the decision to close the office from 5pm on Friday 13th March until March 29th or later, depending on additional instruction.
Wednesday, 26 February 2020
You are no doubt well aware of the current fears over the Coronavirus ‘pandemic’ and may have heard of the impact on Global Equity Markets
Monday, 02 December 2019
Concepts like ‘Retirement’ or ‘Savings’ are far too vague and lacking in meaning to act as a real incentive to change. Instead we need real world goals that are genuinely impactful and emotionally connected
Thursday, 10 October 2019
We were delighted to deliver our message of Financial Empowerment to a large and engaged audience when Ross presented ‘Realising Your Best Financial Future’ to the employees at Matheson Law Firm in Dublin
Sunday, 29 September 2019
As we approach October 31st, it is a very important time to take stock and see if you are in a position to reduce your income tax bill for 2018.
Tuesday, 24 September 2019
We would assume that ‘actions’ from advice are agreed to and implemented quickly, but once again the reality is far less simple!
Thursday, 19 September 2019
The big difference between the advice you get from a Financial Planner and a Sales Person
Wednesday, 28 August 2019
At its core, Cash-Flow Modelling looks at your income and your expenditure every year for the rest of your life, with the goal that at no point is spending higher than earnings.
Tuesday, 06 August 2019
The Pain (and much larger Gain) of looking at your financial circumstances
Friday, 19 July 2019
In my first piece for this series I wrote about the motivations for going to see a financial advisor. I propose that it is not as simple a question as it first seems and that there are often a whole number of sometimes complimentary, but often conflicting
Thursday, 11 July 2019
In most walks of life, your arrival into the office or shop of a service provider clearly identifies a need that you have. If you arrive at the reception of a car showroom, it’s probably because you need a new car but if you make contact with
Friday, 28 June 2019
We are delighted to receive accreditation's which meet the highest standards of innovation, verified performance, trust and customer centricity.
Thursday, 30 May 2019
We are delighted to be our launching our new website and look forward to working with you in the coming months.
