Matheson


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 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.

 

Experience Highlights

Trust and estate disputes / will challenges

We have a dedicated private client litigation team enabling us to provide an integrated contentious trusts and estates service.

This includes applications to remove executors / trustees and dealing with trust governance concerns. It also includes estate disputes whether involving claims of spouses or children, or issues concerning the validity of a will, undue influence or creditor claims.

We advise on will challenges, will disputes and in cases where a will or inheritance is being contested under Section 117 of the Succession Act.

We have experience both acting for claimants, who are contesting their inheritance or have been left out of a will, and for trustees who are facing will challenges.

Estate planning

We have taken a lead role in assisting clients to implement their long-term personal and tax strategies. This may be in the form of lifetime gifts, the use of partnerships and other structures or will-based planning to structure wealth across the generations.

We advise clients in relation to Capital Acquisitions Tax planning, focusing in particular on the availability of certain reliefs (business and agricultural assets) and exemptions (certain residential property). We advise on planning and restructuring of businesses as may be required to maximise the available reliefs. We make wills for our clients dealing with their assets, structuring them to achieve the most tax efficient outcome.

We also advise families with foreign investments on estate planning issues in conjunction with their overseas advisors.

Administration of estates

We administer a wide range of estates for Irish and overseas clients.

We have particular expertise in dealing with complex international estates with assets in numerous jurisdictions and often involving assets of significant value. These cases regularly involve complex tax, family and succession issues.

The Department is able to draw on its full range of expertise to deal with such cases which often involve complex tax, family and succession issues.

Trust structuring and administration

We provide trust structuring advice to professional trustees and family trustees. We also have expertise in advising clients residing in or returning to Ireland of the tax consequences of existing offshore trust structures and tax mitigation strategies in relation to those structures. We advise parties on their tax obligations, and assist in making disclosures as required.

We have also seen a significant increase in the use of trusts as a means of passing wealth to future generations in a controlled manner.

Additionally, we have also advised a number of pension trustees on the creation of trust structures to provide for dependant beneficiaries under pension schemes.

We also advise family offices and trust companies on using Ireland as a residence for trustees of high net worth families, particularly, for Latin American families.

Private client property

We advise on all aspects of the sale and purchase of residential properties including agricultural property with associated EU entitlements and advise individuals on mortgages and consequent security requirements.

We have experience in handling tax driven property transactions for offshore trustees and their clients and for domestic pension trustees and their clients.

We provide a full range of advice on planning matters and stamp duty issues.

We also advise on landlord and tenant matters to include the preparation of leases of residential property and on the impact of The Residential Tenancies Act 2004.

Charities

We act on the formation and administration of charities (both corporate and trust) and applications for charitable tax exemption.

We provide a full range of advice to trustees, directors of and members of charitable bodies including regulatory, tax and compliance issues, trustee duties and risk management, with emphasis on their obligations under the Charities Act 2009.

We have advised a number of charities in relation to public private projects in conjunction with other colleagues in the firm and the obligations arising under these structures.

Capacity

We have advised a number of clients and their attorneys concerning the execution and the subsequent registration of Enduring Powers pursuant to the Powers of Attorney Act, 1996.

We also act for a number of individuals who advise and act as committees for wards of court and advise in relation to the conduct of the affairs of wards.

We have formulated tax efficient trust structures to benefit incapacitated persons.

 

 

"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 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.

 


Trust and estate disputes / will challenges

We have a dedicated private client litigation team enabling us to provide an integrated contentious trusts and estates service.

This includes applications to remove executors / trustees and dealing with trust governance concerns. It also includes estate disputes whether involving claims of spouses or children, or issues concerning the validity of a will, undue influence or creditor claims.

We advise on will challenges, will disputes and in cases where a will or inheritance is being contested under Section 117 of the Succession Act.

We have experience both acting for claimants, who are contesting their inheritance or have been left out of a will, and for trustees who are facing will challenges.

Estate planning

We have taken a lead role in assisting clients to implement their long-term personal and tax strategies. This may be in the form of lifetime gifts, the use of partnerships and other structures or will-based planning to structure wealth across the generations.

We advise clients in relation to Capital Acquisitions Tax planning, focusing in particular on the availability of certain reliefs (business and agricultural assets) and exemptions (certain residential property). We advise on planning and restructuring of businesses as may be required to maximise the available reliefs. We make wills for our clients dealing with their assets, structuring them to achieve the most tax efficient outcome.

We also advise families with foreign investments on estate planning issues in conjunction with their overseas advisors.

Administration of estates

We administer a wide range of estates for Irish and overseas clients.

We have particular expertise in dealing with complex international estates with assets in numerous jurisdictions and often involving assets of significant value. These cases regularly involve complex tax, family and succession issues.

The Department is able to draw on its full range of expertise to deal with such cases which often involve complex tax, family and succession issues.

Trust structuring and administration

We provide trust structuring advice to professional trustees and family trustees. We also have expertise in advising clients residing in or returning to Ireland of the tax consequences of existing offshore trust structures and tax mitigation strategies in relation to those structures. We advise parties on their tax obligations, and assist in making disclosures as required.

We have also seen a significant increase in the use of trusts as a means of passing wealth to future generations in a controlled manner.

Additionally, we have also advised a number of pension trustees on the creation of trust structures to provide for dependant beneficiaries under pension schemes.

We also advise family offices and trust companies on using Ireland as a residence for trustees of high net worth families, particularly, for Latin American families.

Private client property

We advise on all aspects of the sale and purchase of residential properties including agricultural property with associated EU entitlements and advise individuals on mortgages and consequent security requirements.

We have experience in handling tax driven property transactions for offshore trustees and their clients and for domestic pension trustees and their clients.

We provide a full range of advice on planning matters and stamp duty issues.

We also advise on landlord and tenant matters to include the preparation of leases of residential property and on the impact of The Residential Tenancies Act 2004.

Charities

We act on the formation and administration of charities (both corporate and trust) and applications for charitable tax exemption.

We provide a full range of advice to trustees, directors of and members of charitable bodies including regulatory, tax and compliance issues, trustee duties and risk management, with emphasis on their obligations under the Charities Act 2009.

We have advised a number of charities in relation to public private projects in conjunction with other colleagues in the firm and the obligations arising under these structures.

Capacity

We have advised a number of clients and their attorneys concerning the execution and the subsequent registration of Enduring Powers pursuant to the Powers of Attorney Act, 1996.

We also act for a number of individuals who advise and act as committees for wards of court and advise in relation to the conduct of the affairs of wards.

We have formulated tax efficient trust structures to benefit incapacitated persons.

 

 



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