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Inheritance Planning
Plan Now to Pass On Your Assets Without Worries
Inheritance Planning Advice
Made Simple
Inheritance Planning, starts with a conversation about you and yours. Then a plan of action, that puts things in order. Have that conversation today, the earlier you do the more options you have.
Our expertise ensures proper planning and guidance.
- Your Assets Go Where You Want Them
- You Minimize Taxes
- Your Estate is Managed Smoothly
- Clarity Prevents Conflicts among Loved Ones
Transfer Your Assets Efficiently
Inheritance Planning Consultation – Identify & Mitigate Potential Issues
Rising property prices mean inheritance tax affects more people than ever. It’s essential to discuss your situation and navigate taxation or conflict of interest. The primary tool for planning is a Will.
We evaluate your situation and advise you on the most effective approach to your Inheritance Planning.
Make Full Use of Our
Inheritance Planning Expertise
- Guidance On Gifting Assets And Wealth
Gifting wealth while alive involves taxation, and if the benefactor dies within two years – the Gift becomes an Inheritance.
Proper appraisal and future planning are essential to pass money to beneficiaries with reduced taxation.
- Philanthropic Planning For Charity And Building Trusts
Whether you want to donate assets to charity or build a trust fund, we help you create a foolproof plan to ensure your assets are used as you wish.Â
- Planning The Succession Of Family Businesses, Farm or Estates
Succession planning for business and farms should be well planned.
Succession is often a delicate and gradual process and a plan helps to ensure that nothing happens to damage the enterprise during the process.Â
We're Here to Help?
Transferring your assets can be a straightforward process.
With our extensive expertise, we simplify the entire experience for you.Â
Your decisions are important for your inheritors, ensuring a smooth transition.
Have questions?

We have answers
Get all your Inheritance Planning queries answered by our experts in confidence
CAT is a 33% tax on gifts and inheritances in Ireland, applied to amounts above certain thresholds.
For example, children can receive up to €400,000 tax-free from their parents. Effective planning can help maximise these thresholds and reduce tax liability.
To minimise inheritance tax, consider strategies such as gifting assets early, using agricultural and business reliefs, and structuring your Will to maximise tax-free thresholds. A financial advisor can customise these strategies to your situation.
Foreign Wills can be valid in Ireland if they meet specific criteria. It’s advisable to draft a separate Will or codicil in Ireland for local assets to comply with Irish law. Consulting an Irish solicitor ensures clarity and enforceability of your Will.
Expats should validate their wills for Ireland, grasp the impact of Irish Inheritance Tax on global assets, and explore applicable double taxation treaties. Effective estate planning includes organising real estate, foreign investments, bank accounts, and digital assets in accordance with Irish Regulations.
Inheritance Planning Consultation
Speak with our Insurance Specialists to know more details about Inheritance Planning
We assist you in every step – from Assessment, to making an effective Inheritance Plan
Use our fee-based advice services to know all options that are feasible for you
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