Inheritance Tax Planning

Wealth Preservation for Clients

What is estate planning? – Quite simply it is the process of preserving our clients’ wealth, for their benefit and the benefit of future generations in an efficient and flexible manner. It involves the protection of an estate from both tax and lifestyle/social impacts such as death.

It is a general misconception that the use of trusts and estate planning is both complex and the preserve of the very wealthy.  On the contrary it can be a simple solution but one that can easily save many thousands of euros for many clients/families.

The solutions will provide clients with bespoke, effective planning which is certified fit for purpose, delivering maximum savings, long term protection and peace of mind.

Please use this website to find out more about the services we offer. If you would like to talk to one of our advisers regarding your estate planning requirements then please contact us for an initial chat.

Our office hours are weekdays 9am to 5.00pm.  Visit Literature Section for further in depth information, if you have not already done so, please contact us to arrange an initial meeting.