What is Section 72 Life Cover?
If you’ve worked hard all your life to build up your home, savings, investments or even a family business, you’ll probably want to pass as much of that wealth as possible to the people you care about. An inheritance can sometimes bring a tax bill. In Ireland, Capital Acquisitions Tax (CAT) may apply when someone […]
Savings Plans & Small Gift Exemption for Inheritance Tax
Many Irish families want to help their children and grandchildren achieve important financial milestones, whether that’s buying a first home, paying for further education, purchasing a car, or building financial security for the future. At the same time, rising property values and increasing wealth mean more families are becoming conscious of potential inheritance tax liabilities. […]
Financial Advice Matters: 5 Ways to Improve Financial Well-Being
Financial well-being affects far more than your bank balance, it influences your peace of mind, confidence, and ability to plan for the future. When your finances feel uncertain, everyday life can feel more stressful. However, when you have a clear financial plan in place, you gain greater control, make better decisions, and feel more confident […]
Teaching Children About Money: A Parent’s Guide to Building Financial Skills
Why It’s Important to Teach Children About Money? Teaching children about money from a young age is one of the most powerful ways to set them up for future success. By helping them understand how money works, from earning and budgeting to saving, investing and protecting themselves and their families, you equip them with essential […]
Getting Started With Investing: Your Questions Answered
Take the First Small Step Into Investing. Many people want to make their money work harder but feel unsure how to begin investing safely and confidently. Getting started with investing is an important step towards achieving your financial goals. If you’re saving regularly and wondering how to make your money work harder, you’re not alone. […]
Saving for your Children’s Education in Ireland
Saving for children’s education can feel like a significant challenge for many parents. However, with careful planning, these costs can become more manageable over time, helping to reduce financial pressure later in life. Most parents understand the importance of education in helping their children build a successful future. Many families are now recognising that education […]
Unit Linked Investments Ireland 2025-26: Comprehensive Guide.
As interest rates on traditional savings accounts stay low, Irish investors are looking for better ways to grow their money. One option rising in popularity is the unit-linked investment, often accessed through an Investment Bond. These investments offer the benefits of flexible access, expert fund management, and strong long-term growth potential. However, they also come […]
Financial Planning Essentials in Ireland
Simple Steps to Manage Money, Grow Wealth, and Secure Your Future Financial planning is essential for turning your life goals into actionable steps. It acts as a roadmap, helping you prioritise your financial resources effectively so that your efforts align with what truly matters to you. A well-structured financial plan also supports you through major […]
Investment Diversification in Ireland (2025/26 Guide) | Donnelly Financial Planning
When it comes to investing, one golden rule stands out: ???? Don’t put all your eggs in one basket. That’s what diversification is all about. But what exactly does that mean — and why is it so crucial for investors in Ireland? Let’s break it down. What Is Diversification? Diversification simply means spreading your money […]
Top Investment Strategies for Growing Your Wealth in 2025
Investing is one of the most effective ways to grow your wealth and achieve your financial goals. However, with ever-changing markets and global trends, having a well-thought-out investment strategy is more important than ever. Here are some top strategies for 2024 to help you succeed. 1. Diversify Your Portfolio:A balanced portfolio spreads investments across various […]