Having built up a business or independent wealth, you may be considering planning to ensure you can pass assets on to the next generations. We can help you achieve this with a personal, partner-led service and effective tax planning.

By working with you directly, we ensure that we understand your needs and wishes and can give guidance on how to achieve your goals in a tax effective way. We have extensive experience of implementing tax planning which keeps control of family assets until the next generation is ready to take over.

How our experts can help you

We can advise you on tax efficient methods for passing on your wealth and/or business to the next generation and will work with you through this transition. We can also help the next generation prepare for receiving future wealth.

Our services include:

  • Annual update meetings for all the family
  • Tax efficient planning including income and capital taxes
  • Dealing with any reporting requirements with Revenue Commissioners
  • Dealing with offshore trusts
  • Planning in respect of the family home
  • Avoiding pitfalls, eg incomplete gifts
  • Annual accounts and tax compliance.

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