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 and leading Private Client Practice specialises in providing tax, estate planning, wealth preservation and asset protection services to domestic and international individuals and families.

We are consistently sought out by leading international private client firms, private banks and other intermediaries to act as Irish advisors.

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 provision made for them. 

We are conscious of the effects of family relationships on business, 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.

We advise on the administration of complex Irish estates, often with assets and beneficiaries across multiple jurisdictions.

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. Experienced members of our team are also qualified tax 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 individuals moving to Ireland on pre-entry planning to mitigate exposure to Irish capital tax, immigration issues and property advices as part of our dedicated relocation service.
  • Advising clients and offshore structures in negotiations with the Irish Revenue Commissioners and on making appeals to the Tax Appeals Commission.
  • Advising financial institutions on the practical implantation of the Assisted Decision Making (Capacity) Act 2015.
  • Advising Irish and international families and family law offices on the full range of domestic and international estate planning concerns.
  • Advising family businesses on passing future value in the business to the next generation whilst maintaining business control.
  • 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 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 2017.

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

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 and leading Private Client Practice specialises in providing tax, estate planning, wealth preservation and asset protection services to domestic and international individuals and families.

We are consistently sought out by leading international private client firms, private banks and other intermediaries to act as Irish advisors.

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 provision made for them. 

We are conscious of the effects of family relationships on business, 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.

We advise on the administration of complex Irish estates, often with assets and beneficiaries across multiple jurisdictions.


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. Experienced members of our team are also qualified tax 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 individuals moving to Ireland on pre-entry planning to mitigate exposure to Irish capital tax, immigration issues and property advices as part of our dedicated relocation service.
  • Advising clients and offshore structures in negotiations with the Irish Revenue Commissioners and on making appeals to the Tax Appeals Commission.
  • Advising financial institutions on the practical implantation of the Assisted Decision Making (Capacity) Act 2015.
  • Advising Irish and international families and family law offices on the full range of domestic and international estate planning concerns.
  • Advising family businesses on passing future value in the business to the next generation whilst maintaining business control.
  • 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 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 2017.

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

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



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