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Estate tax planning

Marie Bradley is a member of the Society of Trust and Estate Practitioners Ireland (STEP).

With asset values steadily increasing, now is the perfect time for putting in place tax efficient estate tax planning measures. Our services include:


  • Working with individuals, particularly owners of family businesses, to transfer wealth to the next generation in a tax efficient manner.


  • Assisting clients to develop tax efficient wealth accumulation strategies.


  • Claiming reliefs and exemptions where appropriate.


  • Working with our clients' legal advisors to draft wills and legal documents to give effect to personal estate planning and business succession planning.


  • Advising on the tax implications of the use of trusts and family partnerships.


  • Developing strategies to transfer businesses to the next generation or management via an MBO. Also work with departing shareholders to enable them extract cash in a tax efficient manner and/ or reinvest cash in new businesses.


  • Drafting tax efficient wills.


  • Working with clients to maximise pension planning opportunities.


  • Work with international tax advisors to deal with the non-Irish tax implications of owning foreign assets.

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