Matheson


Practice Areas

Private Client

Related Expertise

Expertise

"An excellent legal partner, they look at every assignment from the client's perspective."
International Law Office, Client Choice Award — Ireland

Matheson’s highly regarded Private Client Practice specialises in providing tax, estate planning, wealth preservation and asset protection services to domestic and international individuals and families.

When dealing with private individuals and their families, our objective is to understand their immediate and longer-term aims so that we can help them achieve their objectives in a timely and orderly fashion. We work closely with our corporate colleagues to provide integrated tax and legal solutions for families and their businesses.

We also advise Irish and offshore trustees on all issues affecting them, including their tax obligations, and assist in making disclosures as required. We advise a wide range of charitable bodies in relation to their activities. We pride ourselves on a client-driven commercial approach.

We have significant experience advising on will disputes, will challenges and the mediation of estate disputes. We have advised on Section 117 cases, where claimants have been left out of a will or are challenging the provisions made for them.  We have received instructions from parties who are contesting a will, as well as from executors and trustees, who are defending such challenges.

We are conscious of the effects of family relationships on businesses, partnerships, trusts and pensions.  We always aim to adopt a positive, constructive and commercial approach to obtain the best possible result.

In addition to acting in many of the leading court cases in this field, we also have wide-ranging experience of negotiating complex settlements and of using alternative dispute resolution including mediation and collaborative law.

We also provide a sector leading relocation advisory service addressing immigration, property and tax issues of both executives and private wealth clients relocating to Ireland.

 

Experience Highlights

Matheson’s Private Client lawyers provide tax, estate planning and wealth preservation / asset protection advice to Irish and International individuals, families and their investment advisors.  Highlights of our recent work include:

  • Advising Irish resident and domiciled clients on parent controlled gifting structures to take advantage of reduced asset values in large Irish businesses.
  • Advising high net worth Irish domiciled, UK and US resident individuals on their estate plans involving assets in multiple jurisdictions.
  • Advising Irish trustees providing trust service to non-Irish families.
  • Advising on the Irish tax implications of offshore trust structures, including minimising Irish tax exposures through voluntary disclosure.
  • Advising individuals moving to Ireland on pre-entry planning to mitigate exposure to Irish capital tax.
  • Advising on the legal and tax aspects of a trust dispute on behalf of a branch of a family concerning a valuable business.
  • Advising claimant child and spouse beneficiaries of large Irish and international estates.
  • Advising on multiple will challenges both for executors and plaintiff beneficiaries.
  • Advising on succession law issues involving estates with complex tax profiles and assets in multiple jurisdictions.

Accolades

Paraic Madigan is recognised for Trusts and Estates
Best Lawyers Ireland 2018 edition

Paraic Madigan and John Gill are listed in the Citywealth Leaders List 2016

Paraic Madigan and John Gill - Private Client Experts
Who’s Who Legal 2015

Paraic Madigan and John Gill - Trusts and Estates Experts
Euromoney Expert Guide 2015

The "outstanding" Paraic Madigan has "sector-leading" experience in advising personal representatives, trustees and beneficiaries on trust and estate disputes.
Who’s Who Legal 100 2014: Private Client expert

John Gill receives praise for his "client-oriented approach" and is a "go-to-guy" for advice on will challenges and disputes under section 117 of the Succession Act.
Who’s Who Legal 100 2014: Private Client expert

Paraic Madigan is "the first port of call for private client work in Dublin.  He is immensely competent technically and delivers clear, practical advice."
Cityweath Leading Lawyers 2013

John Gill is "thoroughly professional, knowledgeable and efficient".
Citywealth Leading Lawyers 2013

Paraic Madigan is recognised as a leading lawyer by Best Lawyers.

"An excellent legal partner, they look at every assignment from the client's perspective."
International Law Office, Client Choice Award — Ireland

Matheson’s highly regarded Private Client Practice specialises in providing tax, estate planning, wealth preservation and asset protection services to domestic and international individuals and families.

When dealing with private individuals and their families, our objective is to understand their immediate and longer-term aims so that we can help them achieve their objectives in a timely and orderly fashion. We work closely with our corporate colleagues to provide integrated tax and legal solutions for families and their businesses.

We also advise Irish and offshore trustees on all issues affecting them, including their tax obligations, and assist in making disclosures as required. We advise a wide range of charitable bodies in relation to their activities. We pride ourselves on a client-driven commercial approach.

We have significant experience advising on will disputes, will challenges and the mediation of estate disputes. We have advised on Section 117 cases, where claimants have been left out of a will or are challenging the provisions made for them.  We have received instructions from parties who are contesting a will, as well as from executors and trustees, who are defending such challenges.

We are conscious of the effects of family relationships on businesses, partnerships, trusts and pensions.  We always aim to adopt a positive, constructive and commercial approach to obtain the best possible result.

In addition to acting in many of the leading court cases in this field, we also have wide-ranging experience of negotiating complex settlements and of using alternative dispute resolution including mediation and collaborative law.

We also provide a sector leading relocation advisory service addressing immigration, property and tax issues of both executives and private wealth clients relocating to Ireland.

 


Matheson’s Private Client lawyers provide tax, estate planning and wealth preservation / asset protection advice to Irish and International individuals, families and their investment advisors.  Highlights of our recent work include:

  • Advising Irish resident and domiciled clients on parent controlled gifting structures to take advantage of reduced asset values in large Irish businesses.
  • Advising high net worth Irish domiciled, UK and US resident individuals on their estate plans involving assets in multiple jurisdictions.
  • Advising Irish trustees providing trust service to non-Irish families.
  • Advising on the Irish tax implications of offshore trust structures, including minimising Irish tax exposures through voluntary disclosure.
  • Advising individuals moving to Ireland on pre-entry planning to mitigate exposure to Irish capital tax.
  • Advising on the legal and tax aspects of a trust dispute on behalf of a branch of a family concerning a valuable business.
  • Advising claimant child and spouse beneficiaries of large Irish and international estates.
  • Advising on multiple will challenges both for executors and plaintiff beneficiaries.
  • Advising on succession law issues involving estates with complex tax profiles and assets in multiple jurisdictions.

Paraic Madigan is recognised for Trusts and Estates
Best Lawyers Ireland 2018 edition

Paraic Madigan and John Gill are listed in the Citywealth Leaders List 2016

Paraic Madigan and John Gill - Private Client Experts
Who’s Who Legal 2015

Paraic Madigan and John Gill - Trusts and Estates Experts
Euromoney Expert Guide 2015

The "outstanding" Paraic Madigan has "sector-leading" experience in advising personal representatives, trustees and beneficiaries on trust and estate disputes.
Who’s Who Legal 100 2014: Private Client expert

John Gill receives praise for his "client-oriented approach" and is a "go-to-guy" for advice on will challenges and disputes under section 117 of the Succession Act.
Who’s Who Legal 100 2014: Private Client expert

Paraic Madigan is "the first port of call for private client work in Dublin.  He is immensely competent technically and delivers clear, practical advice."
Cityweath Leading Lawyers 2013

John Gill is "thoroughly professional, knowledgeable and efficient".
Citywealth Leading Lawyers 2013

Paraic Madigan is recognised as a leading lawyer by Best Lawyers.



About cookies on our website

Following a revised EU directive on website cookies, each company based, or doing business, in the EU is required to notify users about the cookies used on their website.

Our site uses cookies to improve your experience of certain areas of the site and to allow the use of specific functionality like social media page sharing. You may delete and block all cookies from this site, but as a result parts of the site may not work as intended.

To find out more about what cookies are, which cookies we use on this website and how to delete and block cookies, please see our Which cookies we use page.

Click on the button below to accept the use of cookies on this website (this will prevent the dialogue box from appearing on future visits)