Notes on family wealth,
made simple.
Plain-English writing on the Irish SIA, the Small Gift Exemption, investing for your children, and building a legacy that outlasts you.
It's Not Just the Cost of Investing. It's the Fear of Losing, and Not Having Enough to Start.
What a new BPFI survey adds to a problem I've written about before: the psychology and the affordability gap sitting on top of an already-complicated tax system.
Read more →Bare Trusts Explained: Why Saving For Your Child Isn't The Same As Making Their Money Work
What is a bare trust in Ireland, and why isn't saving the same as investing? A founder's guide to bare trusts, CRBOT, and the numbers behind the €140 Child Benefit example.
Read more →Ireland's Savings and Investment Account (SIA): What We Actually Know So Far
What is Ireland's Savings and Investment Account? A clear, honest guide to the SIA/PIA, the Irish ISA comparison, timelines, and open questions.
Read more →The Need for Modernising Gifting, and How It Shapes Financial Literacy
A founder's note on the broken paperwork behind a child's investment account, Ireland's gifting culture, and why closing that gap is the point of Legacy.
Read more →The background of Legacy.
A personal note from the Founder on the origins of Legacy, the problem we're solving and the need that Irish families have.
Read more →Welcome to the Legacy Journal
A founder's note on why Legacy exists: Ireland's savings landscape is about to change, and Irish families deserve a platform built for them.
Read more →