Wealth Management

Aodhan Deane, Tax Specialist, Goodbody Wealth Management

As many Irish investors typically have large exposures to US shares in their investment or pension accounts, we are frequently asked: what is the potential exposure to US Federal Estate Tax (FET) on US investments in these accounts on death?

Owen Redmond

A new year is an opportunity to refocus on your future financial goals. Here we examine four common financial goals.

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Joe Prendergast

In our latest edition of Wealth Matters Goodbody Head of Investment Strategy Joe Prendergast asks: “What defines investment success?”

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Aodhan Deane, Tax Specialist – Wealth Management

Goodbody Tax Specialist Aodhan Deane details significant measures contained in the Finance (No. 2) Bill 2023 and how they may apply to our clients.

Sebastian Orsi, CFA

We maintained our cautious stance – and recently moved to buy some longer-term bonds, adding some duration to bond portfolios.

Aodhan Deane, Tax Specialist – Wealth Management

In our Q&A with Tax Specialist Aodhan Deane, we examine Portugal's plans to end the NHR regime - a tax break for foreign residents.

Catriona Coady

Yesterday, the government unveiled a €14bn spend-and-save budget package. How will it impact the individuals, families, and entrepreneurs that we serve?

Dermot O'Leary

Our chief economist Dermot O’Leary presents the key takeaways from Budget 2024.

Sarah Quirke and Brian Flavin

We have developed a thoughtful approach to how we could implement sustainable preferences into our process of portfolio construction.

Goodbody is dedicated to designing financial plans to build and protect the wealth of its clients through every milestone in their financial journey.

Joe Prendergast

In this issue of Wealth Matters, Joe Prendergast, Global Strategic Advisor, asks how best we should invest for future generations?