We do this by understanding your business, your preferences, your family needs and then bring it all together in a straightforward manner outlining key steps to be taken by you and your family.  We can then work closely with you and your legal and other advisers to execute your personalized succession plan and proactively review periodically as needed.

Some of the key components of succession plans that we have implemented include discretionary trusts (including those for incapacitated individuals), life interests, inheritances to parents and use of the small gift exemption.

We also have experience with requirements needed to meet conditions of all Irish tax reliefs including retirement relief, business asset relief, agricultural relief and entrepreneur relief.  We can also assist with inheritance tax planning, applicable reliefs and exemptions.