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 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 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 Business
Choosing the right corporate structure

Catriona Coady

Setting up your business for commercial success

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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
Snowbirds: the tax realities of going abroad

Catriona Coady

The hidden complexities of relocating

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Your Career
Divorce: protecting your net worth

Catriona Coady

Shorter waiting period comes with financial risks

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