SAVINGS & INVESTMENTS

Savings & Investments

  • We specialise in providing tax advice around savings plans that involve Discretionary Trusts and Bare Trusts especially for Children and the €3,000 per annum gift tax exemption and child education savings plans.
    • We also provide expert advice around Investments using Financial Express analytics tool to provide precise fund information to match your goals be it personal or company investments.
    • We also explore whether a CGT or Exit tax portfolio is best for you and any implications with tax on your investments.
    • We do NOT invets in any non regulated products, that is that have not been authorised by the central bank of Ireland, if you wish to invest in these types of investments then we are probably not the right place for you
    • We are boring when it comes to investments and savings and fund choice and generally avoid specific stock or fund picking, we leave that to the experts. But suffice to say and trust me when I say this when it comes to fund choice BORING IS GOOD.

 

Contact us at Info@treatywealth.ie or James@treaty wealth.ie, 

Call 061 123456 or James on 087 2725252