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Your Investments
Diversification + time = long-term rewards

Bernard Swords

Asset allocation is the most important element of our investment process

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Your Business
Wealth accumulation for business owners

Jim Connolly

Turning business profit into personal rewards

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Your Business
The five types of post-exit business owner

Laura DeVoy, CFA

Who will you be after you sell?

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Your Business
The right way to pay yourself

Jim Connolly

How taking a PAYE salary can create big benefits for business owners

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Your Business
Choosing the right corporate structure

Catriona Coady

Setting up your business for commercial success

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Your Business
You’ve made it, now mind it

Laura DeVoy, CFA

How to manage wealth after ownership

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Your Business
Protection every business owner needs

Jim Connolly

Death or serious illness don’t have to be financial risks too

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Your Business
Heading to IPO

Siobhán Wall

Six reasons to go public

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Your Family
Passing on property

Catriona Coady

How to keep it in the family

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Your Family
Expecting an inheritance?

Catriona Coady

The seven things you need to know

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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.