Wealth Management

Your Investments
US Federal Estate Tax: what you need to know

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?

Read More
Your Investments
Setting financial goals for 2024

Owen Redmond

A new year is an opportunity to refocus on your future financial goals. Here we examine four common financial goals.

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Good news on euro area and US inflation

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
Your Investments
Wealth Matters, Q4 2023: Sticking with the plan

Joe Prendergast

In our latest edition of Wealth Matters Goodbody Head of Investment Strategy Joe Prendergast asks: “What defines investment success?”

Read More
Your Career
Meet the Team - Senior Director, David McCann and Head of Financial Planning and Pension Technical, Owen Redmond

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Read More
Your Investments
Finance (No. 2) Bill 2023: four key takeaways

Aodhan Deane, Tax Specialist – Wealth Management

Goodbody Tax Specialist Aodhan Deane details significant measures contained in the Finance (No. 2) Bill 2023 and how they may apply to our clients.

Read More
top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: still cautious

Sebastian Orsi, CFA

We maintained our cautious stance – and recently moved to buy some longer-term bonds, adding some duration to bond portfolios.

Read More
Your Investments
An end to the favourable tax regime in Portugal?

Aodhan Deane, Tax Specialist – Wealth Management

In our Q&A with Tax Specialist Aodhan Deane, we examine Portugal's plans to end the NHR regime - a tax break for foreign residents.

Read More
Your Business
Budget 2024: what does it mean for you and your business

Catriona Coady

Yesterday, the government unveiled a €14bn spend-and-save budget package. How will it impact the individuals, families, and entrepreneurs that we serve?

Read More
Your Investments
Budget 2024: Dermot O’Leary’s key takeaways

Dermot O'Leary

Our chief economist Dermot O’Leary presents the key takeaways from Budget 2024.

Read More
Your Investments
Sustainability preferences and portfolio construction: five key questions

Sarah Quirke and Brian Flavin

We have developed a thoughtful approach to how we could implement sustainable preferences into our process of portfolio construction.

Read More
Your Investments
Financial planning for Gen Y: why advice matters

Goodbody is dedicated to designing financial plans to build and protect the wealth of its clients through every milestone in their financial journey.

Read More
Your Investments
Wealth Matters, Q3 2023: The Sustainability Issue

Joe Prendergast

In this issue of Wealth Matters, Joe Prendergast, Global Strategic Advisor, asks how best we should invest for future generations?

Read More
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.