Entries by Aoife Ross

Protect your Finances – Save for the Future

In October, the Construction Industry Federation ran another successful Construction Safety Week. This week each year serves as a reminder about the health & safety of everyone involved in Construction.  The message is ultimately about providing people with all of the relevant information available to enable them to protect themselves. Protecting your finances is something […]

Planning for your retirement?

We mean two things when we talk about planning for retirement.  The first plan is to set up a pension scheme, either a personal pension or participation in your employer sponsored occupational pension scheme.  Then you will need to regularly contribute, throughout your working life with the aim of accumulating a pot of money, which […]

The Benefits of reading your benefit statement.

If you have a pension plan do you read and understand your annual benefit statement? If you don’t here’s some free advice! In Milestone Advisory, I spend the majority of my time with clients who are approaching retirement or who have already reached this particular milestone.  This part of the financial lifecycle is about taking […]

Interested in reducing your Tax Bill?

Making contributions to a pension plan could be the answer to reducing your tax bill. Did you know that you can make a contribution to a pension plan before the 31st October each year and claim tax relief for the previous year? October 31st (or 12th November 2019 if you use the Revenue Online Services (ROS) […]

Why Diversify?

Famed economist and Nobel Prize winner Harry Markowitz called diversification “the only free lunch in finance.” The thought is that by diversifying, an investor gets the benefit of reduced risk while sacrificing little in expected returns over the long run. Diversification is a technique that reduces risk by allocating investments in various different asset classes. […]

3 reasons to start reducing your 2018 tax bill right now!

If you are self-employed, you will more than likely be relieved that the tax deadline has come and gone again. Accountants have been paid, all expenses have been gathered and many of you have made pension contributions to reduce your tax liabilities. Everyone has now hopefully closed off their 2017 tax liabilities and the self-employed […]

CPAS “Opportunities for Construction Companies” Breakfast briefing update

We were delighted with the success of the ‘Opportunities for Construction Companies 2019’ breakfast briefing we hosted at the Red Cow Moran Hotel, on 21st November last. The breakfast briefing, chaired by businessman Bobby Kerr, included speakers Oliver Mangan, Chief Economist, AIB; Terry McAdam, Management Consulting Partner, RSM; Mark Lohan, Managing Director, Brooks Group; and […]