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Publications

Oakwood Financial have the following useful articles available for download.

Client Updates:

Date Title
04/2024 Market Review – Q1 2024
01/2024 Market Review & 2024 Outlook
11/2023 Cultivating Stability – An Update on Markets
09/2023 Alternatives to Deposits
09/2023 Buying National Insurance Credits for the UK State Penson
09/2023 Pension Limits a major Cause of Concern for Hospital Doctors
07/2023 Tax Return & Pension Deadline 2023
01/2023 Unlimited employer contributions to your pension
01/2023 Market Review & 2023 Outlook
12/2022 EII Tax Relief Investment Options 2022
12/2022 Planning Your Retirement
11/2022 Donation to Barretstown
10/2022 Property purchase through your Pension
10/2022 Tax Return & Pension Deadline 2022
09/2022 What do to when the market is turbulent
05/2022 Wall of Worry – Market Volatility
03/2022 Ukraine, Inflation & Markets
02/2022 Focus Ireland Donation
04/2021 Client Note: Strategic Alternatives to Deposits
02/2021 Client Note: Reasons for Optimism
09/2020 Donation to Laura Lynn Foundation
04/2020 A Note of Optimism
03/2020 Recent Market Developments
03/2020 The Impact of Covid-19
03/2020 Planning Your Retirement Strategy – Part 3
02/2020 Planning Your Retirement Strategy – Part 2
01/2020 Planning Your Retirement Strategy – Part 1
12/2019 EII Tax Relief Investment Options 2019
09/2019 On a Precipice – Look Beyond the Negativity (IMT Article)
09/2019 National Maternity Hospital Donation
12/2018 Market Update – Inflection Point
11/2017 EII Tax Relief Investment Options 2017
08/2017 Commercial Property Funds & REITs update July 2017
08/2017 Choosing Your Investment Strategy
08/2017 Stock Market Corrections
08/2017 Market Review and Outlook
02/2017 Oakwood Company Update 2017
02/2017 2016 Review & 2017 Outlook
02/2017 Brexit Update
08/2016 Commercial Property Market Funds Update August 2016
07/2016 2016 Quarter 2 Review & Mid Year Outlook

Articles:

Date Title
04/2024 Planning Retirement from General Practice
04/2024 Important Considerations for your retirement strategy
03/2024 Implications of Increase in Pension Limit
11/2023 Understanding Pension Limits as a hospital doctor and the slaintecare contract
09/2023 Practical steps for GP’s impacted by the Pension limit
07/2023 Summer Newsletter 2023
06/2023 Put your idle funds to work
07/2022 Summer Newsletter 2022
01/2022 January Newsletter – 2022
09/2021 Deposits & Investments Strategy
02/2021 Pension Limits – A Major Concern for Hospital Doctors
01/2020 January Newsletter
08/2019 Medical Consultant Pension Limits (IMT Article)
05/2019 Buyer Beware (IMT Article)
08/2018 Summer 2018 Newsletter
04/2018 Eliminating your risks in Retirement (IMT Article
01/2018 January 2018 Newsletter
08/2017 Copper Fasten Your Retirement Income (IMT Article)
08/2017 Summer Newsletter – Market Mid-Year Update 2017
02/2017 Making Sense of Revenue Pension Limits (IMT Article)