A financial plan isn’t just a monthly budget. It’s a roadmap to financial freedom, confidence and security.

From how to choose a financial advisor to understanding common financial terms, our financial planning blog will help you move towards your financial goals.

Please remember that this blog is not financial advice. To receive advice using Moneycube, click here to contact us.
 

Should I move my UK pension back to Ireland?

If you’ve spent a few years working in the UK, it’s likely you’ve built up a decent pension pot.  Now you’ve moved back, should you bring your pension with you? We've prepared answers to all the big questions to help you decide. Why should I move my UK pension? There are several reasons bringing your … Continued

Best place to invest money in Ireland in 2020

Welcome to Moneycube’s annual roundup of the best investments available in Ireland. We’ve chosen six funds we think have strong potential for the new decade. Whether you’re a new investor, looking to invest a large lump sum, or seeking income from your investments, we’ve got a fund for you. We’ve also crunched the numbers to identify our favourite global equities … Continued

How did we do in 2019?

Each year, we pick a handful of investment funds available to Irish investors and highlight them on our blog.  We’ve charted below how our 2019 selections performed. Interested in our 2020 picks?  Click here to read more. There’s no doubt 2019 was a cracking year to have your money in investment funds.  Our of our … Continued

How to invest a €250,000 sum

If you’re sitting on a substantial lump sum in cash – or worse, underperforming investments, there’s a lot you can do to improve your prospects. Here’s Moneycube’s view on how investors in Ireland can go about investing a sum worth in the region of €250,000. First of all, it pays to get clear on your … Continued

Question of the month: what’s the investment outlook for 2020?

After such a strong performance for investments in 2019, it’s almost inevitable that in 2020, Irish investors will see more modest returns. Markets were up around 28% from January to November 2019, as markets bounced back from a painful few months at the end of 2018.  But while it’s unrealistic to expect a repeat performance … Continued

End-of-year investing checklist

It’s almost the end of 2019 – and the decade!  Here are Moneycube’s five to-dos to wrap up your 2019 investments and finances. 1. Review your capital gains tax position If you purchase shares directly, this one’s for you. Every taxpayer in Ireland has an annual capital gains allowance of €1,270. After the year of … Continued

Our favourite tech fund for Irish investors

Our favourite technology fund for investors based in Ireland might seem an unusual choice – for several reasons. To start with, it’s not a pure tech fund. Secondly, it’s not new - in fact the fund has been around for over 110 years. And it certainly doesn’t sound techie: it’s called Scottish Mortgage Investment Trust … Continued

December year end? Now’s the time to boost your company pension

If your company is like most in Ireland, its accounting year ends in December.  And that means now’s the time to think about making a special contribution to your company pension – especially if you’ve experienced a strong trading year. Read on to find out what’s good about topping up a company pension before year … Continued

Investing in uncertain times: why back to basics is the best approach

If you’re trying to grow your wealth, recent years have been full of mixed messages. The news is full of US-China trade wars, Brexit uncertainty, and continued low interest rates to support the world economy. But at the same time, markets have scaled new highs, we’ve seen three trillion-dollar listed companies (Microsoft, Apple and Amazon), … Continued