Your estate plan could include gifts, inheritances, and philanthropy requirements and inheritance tax in Ireland can be complicated. Consequently, we use our in depth knowledge of Capital Acquisitions Tax (CAT), gift & inheritance tax thresholds, trusts, family partnerships, tax reliefs & tax exemptions to create your bespoke estate plan.
Your advisor will help you to establish if you have enough to do all that is important to you. Based on a reasonable set of assumptions, we then implement your estate plan, without fear of you ever running out of money.
Working with Legal Professionals and Tax Advisors, we use our insightful knowledge to establish how, when, and how much of your wealth is passed on to the next generation.
Our Managing Director, Marc Westlake, is a registered Trust & Estate Practitioner and member of the prestigious Society of Trust and Estate Practitioners Ireland.