0 topics selected
Monitor daily share price movements across a range of markets from a single list.
All prices are shown in local currency terms: ISEQ in Euro, LSE in Sterling, and US markets in US Dollars.Watchlist help
9 June, 2020
Beyond words goes here
Barry Kennelly
Director, Financial Planning
Richard Kearney
Head of Professionals and Executives Group
Louise O'Connor
Associate Director, Davy Private Clients
At Davy, we're often asked by our clients about how to help them plan for the future. There's a lot to consider. Not only pre and post retirement, but also how to approach the transfer of wealth to the next generation.
We've gathered a team of our financial planning and Davy advisers to discuss some ideas around estate planning and our approach to advising clients around the transfer of wealth.
Our panellists provide insight into estate planning and key factors to consider, including the importance of having an updated will and enduring power of attorney in place, as well as the use of trusts and family partnerships as estate planning tools. They also discuss some of the tax issues which should be considered in this context.
If you would like to discuss the content of the recording or have any questions, please contact Louise O'Connor, Associate Director, Davy Private Clients.
Warning: This audio recording is classified as a marketing communication in accordance with the European Union (Markets in Financial Instruments) Regulations 2017, and is neither investment advice nor an investment recommendation. It does not take into account the investment objectives, knowledge and experience or financial situation of any particular person and is not an invitation to invest.
Davy clients should seek advice in the context of their own personal circumstances prior to making any financial or investment decision from your adviser. Davy manages discretionary portfolios in accordance with agreed investment mandates and Advisory clients receive investment advice specific to their circumstances directly from their advisers. Should clients wish to contact their advisers at any time, they should do so in the usual way.
Login to myDavy, the easy way to view your Davy account online
Login
It all begins with a simple, no obligation conversation.
Wealth Management
For investors who are comfortable making their own investment decisions.
Visit davyselect.ie
