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?

Joe Prendergast

In this issue of Wealth Matters, we explore the role of global real estate can play in a mixed asset portfolio, why we are increasing our fixed income exposure and business exit planning

THE GLOSS x Goodbody Investment Club is committed to championing female financial wellness and making investment more inclusive.

Bernard Swords

How has our asset allocation changed month-on-month?

Dermot O'Leary

We sat down with Goodbody Chief Economist Dermot O’Leary to look at some of the big issues shaping the global economy.

Dermot O'Leary

In the Q3 2022 edition of Economic Monitor, we assess the energy shock and its toll on the European economy.

Aodhan Deane, Tax Specialist

The Commission on Taxation and Welfare called for significant changes to the future of the tax system. Will these tax proposals be acted on?

Sebastian Orsi

How has our asset allocation changed month-on-month?

Grace Webster, Senior Wealth Management Executive, Team Lead

For parents, school and university costs can be daunting. Here we consider ways to plan ahead for these costs.

Conor Crowley, Wealth Management Executive

Conor Crowley, Wealth Management Executive, examines bare trusts and how they are managed.

Bernard Swords

How has our asset allocation changed month-on-month?

Bernard Swords

As recession fears mount, many clients and prospective clients are asking us: when should I start my investment journey given the elevated risk of a recession in the near term?

Joe Prendergast

In this issue of Wealth Matters, we reflect on a punishing H1, look ahead to H2, explore ways to fund children's education and examine bare trusts.