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Inheritance Planning

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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.

Your situation is unique.
Our expertise ensures proper planning and guidance.

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.

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Inheritance Planning Expertise

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.

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. 

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. 

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Transferring your assets can be a straightforward process.
With our extensive expertise, we simplify the entire experience for you. 

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.

Tax-efficient inheritance planning includes leveraging reliefs such as Dwelling House Exemption, Business Relief, and Agricultural Relief. Timing asset transfers and ensuring comprehensive documentation are crucial to avoid legal issues. After these actions you can consider Section 72 & Section 73 policies for covering (CAT) Capital Acquisitions Tax liabilities. Professional advice can optimise your plan and reduce tax liabilities.

Inheritance Planning Consultation

 
01
Schedule Your Appointment

Speak with our Insurance Specialists to know more details about Inheritance Planning

02
Plan With Us

We assist you in every step – from Assessment, to making an effective Inheritance Plan

03
Reduce Taxes With Right Planning

Use our fee-based advice services to know all options that are feasible for you

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