Inheritance Tax/Gift Tax
Transferring of assets by means of a will
Estate Planning
Succession Planning
Transferring assets by means of a gift
Agricultural relief and meeting the farmer test
Business relief and meeting the trading test
Tax effective transfer of family businesses
Retirement relief
Entrepreneur relief
Share buy back
Tax Planning
Tax planning is not tax evasion or tax avoidance. It is simply identifying the most tax efficient use of the reliefs available in a particular set of circumstances.
The capital taxes (Capital Gains Tax, Inheritance Tax and Gift Tax) is an area where we specialise. Our expertise and experience allows us to propose options not immediately apparent for example, by substituting reliefs, using disclaimers and advising on the use of trusts.
We will also prepare and submit applications to Revenue for a technical opinion on behalf of other professionals
Examples of Recent Case
Using Business Relief where Agricultural relief has failed-Saving €310,000.00
Advising on the use of “disclaimers” to save Capital Acquisitions Tax reliefs and thresholds -Saving €42,000.00