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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 Family
Case study: securing your family’s financial future

Clare Duffy, Wealth Management Executive

In this case study, we consider the best ways to meet savings goals and the importance of a protection review.

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Your Family
Housebuilding rebounds after lockdown freeze

Dermot O'Leary

Decline in output postpones long-term recovery in supply

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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
Funding your children’s education

Owen Redmond

How much do you need to set aside?

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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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Your Family
Snowbirds: the tax realities of going abroad

Catriona Coady

The hidden complexities of relocating

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