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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
How to fund your child's education

Grace Webster, Senior Wealth Management Executive, Team Lead

For parents, school and university costs can be daunting. Here we consider ways to plan ahead for these costs.

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Your Family
What are bare trusts?

Conor Crowley, Wealth Management Executive

Conor Crowley, Wealth Management Executive, examines bare trusts and how they are managed.

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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 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
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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