Inheritance

Owen Redmond

A new year is an opportunity to refocus on your future financial goals. Here we examine four common financial goals.

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Aodhan Deane, Tax Specialist – Wealth Management

Goodbody Tax Specialist Aodhan Deane details significant measures contained in the Finance (No. 2) Bill 2023 and how they may apply to our clients.

Catriona Coady

Yesterday, the government unveiled a €14bn spend-and-save budget package. How will it impact the individuals, families, and entrepreneurs that we serve?

Goodbody is dedicated to designing financial plans to build and protect the wealth of its clients through every milestone in their financial journey.

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?

Catriona Coady

In the final instalment of our three-part inheritance series, we consider potential ‘giving while living’ options.

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.

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.

Conor Crowley, Wealth Management Executive

In this case study, we consider the importance of diversification when investing a lump sum, such as inheritance.

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.

Catriona Coady

Here we outline the most popular ways that clients can protect property wealth.

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.