This week, Paul sits down with Shane O’ Neill from Swissquote to discuss a borrowing strategy most Irish investors have never heard of, using your portfolio as collateral to access cash without selling a single share or triggering a tax bill.
00:00 Welcome and Mission
03:08 Banking and Trading Platform
05:18 Low Fee Pricing Explained
10:55 Treasury and Deposits Options
14:21 Minimums and Accessibility
16:17 ETFs and Irish Tax Basics
19:23 Deemed Disposal ETF Example
20:25 Lombard Loans Explained
28:43 Market Risk and Margin Calls
29:48 Forced Sell Down Safeguards
31:47 Final Takeaways
Credit to : Ask About Wealth
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