For those who inherit wealth for the first time, it can come with a mixture of excitement and also apprehension, given the responsibilities involved.

Learning how an inherited business is run, managing and administering new wealth, and working with professional advisers for the first time can be daunting. We have worked through these issues before and have great experience in assisting clients in making this transition.

By working with you directly, we ensure that we understand your aspirations and apprehensions and can give guidance on how to achieve your goals in a tax effective way.

How our experts can help you

We will get to know you and understand your new position to ensure that we can advise you in the best possible way.

We can assist you at what sometimes can be a difficult time if the inheritance is due to bereavement, and also introduce you to other professionals who can help you take the first steps forward.

Our services include:

  • Tax efficient tax planning including income and capital taxes
  • Assistance with dealing with a deceased’s estate
  • Property ownership
  • Structuring of business ownership
  • Profit extraction from family businesses
  • Assistance with administering trusts or family investment companies
  • Dealing with offshore trustees
  • Supporting you with any Revenue reporting requirements
  • Dealing with tax enquiries
  • Annual accounts and tax compliance.

Please contact our expert team to discuss to find out more about the services we offer to private wealth clients.