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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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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