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.
Read More
Your
Family
What are bare trusts?
Conor Crowley, Wealth Management Executive
Conor Crowley, Wealth Management Executive, examines bare trusts and how they are managed.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
Your
Family
Passing on property
Catriona Coady
How to keep it in the family
Read More
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.
