Inheritance

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.