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Inheritance
Your
Family
Commission on Taxation and Welfare proposals: what you need to know
Aodhan Deane, Tax Specialist
The Commission on Taxation and Welfare called for significant changes to the future of the tax system. Will these tax proposals be acted on?
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Your
Family
Inheritance planning: how to start gifting during your lifetime
Catriona Coady
In the final instalment of our three-part inheritance series, we consider potential ‘giving while living’ options.
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Your
Family
Receiving an inheritance: seven things you need to know
Catriona Coady
In the second instalment of a three-part series, we present some tips for those expecting an inheritance – from what to do with it to who pays the tax bills.
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Your
Family
Inheritance planning: why conversation is critical
Catriona Coady
In the first instalment of a three-part inheritance-focused series, we look at the need for transparency and the importance of preparing the beneficiaries of inheritance for the receipt of wealth.
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Your
Family
Case study: investing an inherited lump sum
Conor Crowley, Wealth Management Executive
In this case study, we consider the importance of diversification when investing a lump sum, such as inheritance.
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Your
Investments
Closing the financial literacy gap
Women face other positions of financial vulnerability, such as divorcees or single-parent households, and so, financial independence and literacy is a critical issue for all women.
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Your
Investments
Family succession planning: passing on property
Catriona Coady
Here we outline the most popular ways that clients can protect property wealth.
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Your
Investments
Stay diversified – and stay the course: Wealth Matters, Q1 2022
Joe Prendergast
In this issue of Wealth Matters, we present our views on the investment landscape and explore a wealth planning theme to help build and protect our clients' wealth.
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Your
Family
Are you in the dark about your parents’ inheritance plans?
Catriona Coady
Over 60% of parents have shared little or no information with their children about their plans.
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Your
Family
Passing on property
Catriona Coady
How to keep it in the family
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Your
Family
Expecting an inheritance?
Catriona Coady
The seven things you need to know
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Your
Family
Giving while living
Catriona Coady
What to do when your children need financial help now
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Your
Family
Handing over the family business
Don Harrington
The three questions you need to answer
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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.
