Budget 2025 and Investment Webinar October 2024
October 2024
September 2024
PRIVATE CLIENTS DINNER
Private Clients Dinner How to take advantage of the tax planning and investment opportunities that exist for your family assets. Contributors to the discussion Kieran Moran, Partner at Corporate & Commercial department, JRAP O’Meara Solicitors Ciara Coleman, Solicitor at Corporate & Commercial department, JRAP O’Meara Solicitors Conal Cremin, Investment Strategist, RBC Brewin Dolphin
April 2024
Wills & CAT Webinar April 2024
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Watch on YouTube the recording of our webinar which was broadcast live on Wednesday, 24th April 2024 Our speakers, Risteárd Pierse and Brendan Twohig, shared their views and some of the key challenges and opportunities including: Why, rather than rely on the 1965 Succession Act, you may choose to make a will with your solicitor. The essentials of a good will and suggestions on how to plan with the aim to reduce family conflict after your death. Provision for children. The implications of Assisted...October 2023
Budget 2024 and Investment Webinar October 2023
Watch Webinar
Watch on YouTube the recording of our webinar which was broadcast live on Wednesday, 11th October 2023, the morning after Minster Michael McGrath took to his feet in the Dáil to announce Budget 2024. Investment Strategist, Daniel Moroney, provided an investment update for 2023 and the outlook for 2024. Tax Consultant, Brendan Twohig, advised on the key changes from Budget 2024.Download PDF below
March 2023
INVESTMENT WEBINAR MARCH 2023
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The Investment Conundrum: How to optimise your investments and pension funds in an era of higher equity and bond market volatility, high inflation, and rising interest rates. Bumpy Road Ahead? The investment conundrum Speakers Seamus Coffey, UCC and Peter Smith, Aviva, share their views on the economic backdrop and an investment outlook for 2023. The global equity and bond markets underwent a severe correction in 2022. What can investors expect for 2023? Our speakers will share their views and some of the key challenges and opportunities within the...November 2022
PRIVATE CLIENTS DINNER
How to position your investments in an era of geopolitical shocks, potential recession, heightened volatility in markets, and inflation concerns; how to take advantage of the opportunities that exist; the importance of having a longer-term financial plan for all seasons.
September 2022
BUDGET & INVESTMENT WEBINAR SEP 2022
Difficult terrain ahead? The Investment Conundrum: How to optimise your investments and pension funds in an era of higher equity and bond market volatility, and high inflation, and rising interest rates.
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July 2022
INVESTMENT WEBINAR JULY 2022
The Investment Conundrum: How to optimise your investments and pension funds in an era of higher equity and bond market volatility, and high inflation. The global equity and bond markets have undergone a severe correction in the past six months. Investors have many questions which merit careful consideration, such as: With world inflation at a 40 year high, are there echoes of 2011 with the recent Italian bond spreads widening from core European bonds rates? Lessons learnt from the last five bear markets, i.e. of 1982, 1991, 2001, 2008...
April 2021
INVESTMENT WEBINAR APRIL 2021
The Investment Conundrum: How to optimise your pension fund and investments in an era of higher equity valuations, negative interest rates and creeping inflation. The global economy has undergone a severe shock in the past 12 months. With the vaccine rollout allowing us to tentatively look beyond the pandemic, investors have many questions which merit careful consideration such as: Extraordinary Central Bank policy measures have been implemented, but what are the longer-term effects? Why are global equity markets hitting new all-time highs when so much of the...
February 2018
Pension Benefits with Ex Employers
It is important for you to take control of any dormant pension funds still managed by ex-employers. The first item on your action plan is to ask your ex employer to send on your updated leaving service options statement. This will detail how much your pension is currently worth and will outline all of your options, one of which will detail your option to move your pension monies from your ex employer’s scheme to your personally owned buyout bond pension...