Mercer Oneview Ireland

Mercer Oneview Financial Planning

Good financial planning can help you to achieve your goals

Survey after survey suggests that many people do not engage in financial planning at all. Financial planning can help you to achieve your financial goals and protect you from unexpected misfortune. Your financial priorities will depend on what stage of your life you are at. For example, if you are young, you may be focussed on building up a deposit to buy a house. If you are older, you may be planning for your retirement.

Helping you prioritise your financial goals

This section of OneView is dedicated to helping you prioritise your financial plans, and to guide you on some of the main financial concerns people face.
Financial Priorities

Financial Priorities

Good financial planning means prioritising the allocation of your available funds

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Planning for family events

Planning for family events

Forward planning can help reduce the financial burden of costly family events

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Inheritance Tax

Inheritance Tax

Understand the Irish system of inheritance tax

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Welfare & Assistance

Welfare & Assistance

You may benefit from a certain number of payments that are available.

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Tax Relief

Tax Relief

Find out what tax relief you may be eligible for.

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Organising your Debts

Organising your Debts

Organising your Debts can make repayments manageable.

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- The value of investments can go down as well as up
- Investments or products mentioned on this site may or may not be suitable for you
- Before investing or purchasing any product you should always seek independent financial advice.
- Mercer can provide independent financial advice if required.

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