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Heritage Wealth is an independent financial planning and wealth management practice based in Ireland.
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Looking forward to attending the LPI Awards 2017 at Croke Park this Thursday! The Life, Pensions and Investment Awards are designed to ensure that those at the forefront of the profession are identified and commended. The Awards aim to give recognition to the life, pension and investment brokers who have proved their excellence, professionalism and dedication to maintaining high standards in the Irish market.
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Always delighted to have our financial articles published! Latest below from the Business Post section of the East Cork Journal.
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Delighted to have the new signage up on our office in Cork City. www.heritagewealth.ie #FamilyBusiness
Business Owner and Shareholder Protection Strategies
"I’ve recently noticed a significant increase in asset protection questions from business owners". Please see our latest financial article for Business Owners. https://t.co/H3mEUrdldh
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2017 'Best New Broker' Nomination: LPI Awards We are delighted, humbled and honoured to announce that we have been nominated in the 'Best New Broker' category at the upcoming Life, Pension & Investment Awards for 2017. The annual LPI Awards are designed to ensure that those at the forefront of the financial planning profession are identified and commended. They aim to "provide recognition to firms who have proved their excellence, professionalism and dedication to maintaining high standards in the Irish market".
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"In truth, the real point of good financial planning isn’t to have more money, but a better life". www.heritagewealth.ie
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Superb 2017 Tech Talk series event, 'The future of Work', hosted by it@cork at the Republic of Work, the new start-up business hub in Cork. "All across the world businesses are changing some of the decades old written rules of business; remote working, perks and benefits that would never before have been considered" #innovation #startup
Should you Self-Administer your own Pension?
Considering purchasing a property via your self-administered pension? "Because of the generous tax exemptions within a pension fund, investors can often get a much better return than purchasing the property personally". #retireearly #retirement #financialplanning
Build Your Financial Plan with a CFP® Professional (VIDEO)
Working with a CFP® professional can secure your financial wellbeing and give you peace of mind and help you reach financial planning success. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. www.heritagewealth.ie http:www.financialplanningforcanadians.ca/financial-planning/build-your-financial-plan-with-a-cfp-professional
Savers lose out as Bank of Ireland cuts deposit rate to 0pc
Savers receive a new blow with one of the largest banks planning to cut its key deposit rates to 0%. www.heritagewealth.ie https://t.co/js5h881CEb
Should you accept a defined benefit pension transfer offer?
http://www.heritagewealth.ie/should-you-accept-a-defined-benefit-pension-transfer-offer/
Global Irish & Expatriate Financial Services
On a weekly basis we are asked to help and advise clients moving to Ireland with their financial requirements. For many, it is a simple investment or pension query, for others it can involve more detailed advice in respect of cross-border taxation, legal and accounting implications. In all cases, it is important to begin your research well before you become resident in another country.
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