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We offer specially tailored advice to help make the best decisions for the future.

Making a will and planning to protect and preserve your wealth is one of the most important things that you will ever do. When it comes to estate planning, our team of experts takes pride in identifying the best tax management opportunities so you can protect the wealth you hope to pass on.

Effective estate planning means that you retain the maximum amount of wealth possible for the intended beneficiaries, whilst at the same time taking full advantage of any inheritance tax exemptions and reliefs.

Some of the areas we can advise on include:

  • Inheritance & Gift Tax (CAT)
  • Will Planning
  • Effective Wealth Management

Taxation

Tax Liability on a Pensioner’s 75th Birthday

The normal retirement age for the majority of pension schemes is 60 years of age. In more recent years, people are continuing to work well into their 70’s and 80’s. Where this is the case, there is not always an immediate requirement to draw down pension funds as they have sufficient income from other sources. […]

Your business providing for your future

Are you a business owner and thinking about the future prospect of disposing of your business or transferring it to your children? Even if you do not intend to retire for a number of years, it is important that you are aware of the tax implications and also the tax reliefs that are available on […]

Rent a Room Relief

If you let a room in your home, the income you receive may be exempt from tax. If your gross rental income does not exceed the exemption limit below, you do not pay Income Tax, Pay Related Social Insurance (PRSI) or Universal Social Charge (USC) on the rent you receive. If it does exceed the […]

Budget 2018 highlights

We are pleased to bring you our summary of the tax measures set out in Budget 2018. This is Minister Donohoe’s first budget and his speech concentrated on expenditure measures rather than tax changes. Apart from the well-heralded modest changes to the USC and the tax bands, it will be interesting to see the impact […]