Welcome to Moneycube’s annual roundup of the best investments available in Ireland. We’ve chosen five funds we think have strong potential for as the world tries to get back to something like normal. 2020 was a year of ups and downs in investing as in the wider world, but if you stayed the course – … Continued
Category: Financial plan
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.
2020 has had an impact on everyone’s finances. So whether you’re in recovery mode, or looking for new ways to maximise the extra cash you’re saving, we can help you get your finances into shape for the New Year. Take stock of what you’ve got Last year saw some major moves in the financial markets. … Continued
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 2020 selections performed. Interested in our 2021 picks? Click here to read more. There’s no doubt 2020 was a bracing year to have your money in investment funds. But for those … Continued
Whisper it: despite all the hype, not much has changed. Post-Brexit, if your pensions and investments in Ireland are well-managed, you should see very little change. Now officially, Brexit happened back in January 2020. But in practice, everything rolled over until 11pm on 31 December 2020, so you’d not have expected much change before now … Continued
At a glance, a casual observer looking back on the investment market in 2020 might wonder what all the fuss was about. Here’s the annual performance delivered by developed markets, a fund many of our customers hold, for example. If anything, 2018 and 2019 look like the unusual years! Source: MSCI world index (Eur) (2020 data … Continued
I’m interested to understand what happens my pension when I die. I have a pension which is invested in a rental property and would like to ask: what happens to the subject property on the death of the pension beneficiary and their spouse? Can it be passed down, by will, together with the rest of the estate, or … Continued
It’s almost the end of 2020 – and most of us will be happy to see it gone. Before we do, here are Moneycube’s five to-dos to wrap up your 2020 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 … Continued
My husband and I are in our mid to late forties and will have our mortgage paid off in the next three months. At that stage we will have an additional €2,500 per month disposable income. We are wondering how best to invest this to help us achieve early retirement. We have already maximised our … Continued
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