Trust and Succession Planning
Our Private Wealth Group is made up of solicitors, chartered tax advisers and trust and estate practitioners, and the Group is therefore uniquely placed to provide high-net-worth individuals with tailored estate plans, which achieve their wishes regarding succession while mitigating exposure to Irish tax.
The Private Wealth Group regularly advises and implements a range of estate planning solutions for clients, including the making of lifetime gifts, the use of limited partnerships, the creation of discretionary trusts and other asset-holding structures, and Will-based planning to structure the transition of wealth to the next generation.
The Group also advises families with foreign assets on estate planning issues in conjunction with their overseas advisors. This requires a sophisticated understanding of the way foreign marital property regimes, tax and succession law rules operate.
