Estate tax planning

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

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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.