We work closely with a number of legal practices in estate planning and execution. We work with our legal partners in submitting returns and obtaining clearance from Revenue in a timely manner. At all times we are cognisant of the tax reliefs available to beneficiaries.
Capital acquisition tax is a significant consideration in succession planning and it is important that engagement with clients is undertaken well in advance of retirement in order to ensure the maximisation of tax reliefs available in order to significantly reduce tax liabilities.
Our team of professionals can advise both individuals seeking to pass on wealth or individuals who stand to benefit from a succession plan.