Now more than ever it’s critical to take a holistic view of your personal and business finances. Following recent market turmoil the focus is now on re-structuring investments to protect assets and capitalising on investment and tax planning opportunities around low market valuations.
You will have exclusive access to leading advice and insight from our experience in responding to private client needs. In addition, our ability to provide the full range of business advisory services reduces potential communication problems and loss of confidentiality that can occur when you are working with multiple firms.
We also know the importance of personal relationships in understanding your business needs. Your issues will be our priority. We can help you save money, create value, spot opportunities, manage risk and plan for the future.
Our services include:
Our comprehensive tax consultancy service is fully integrated to leverage other areas of expertise within the firm and covers all personal tax planning and legal issues.
We can advise on:
In addition to the bespoke tax services available to you as an individual, we also provide a range of tax and advisory services aimed specifically at maximising the effectiveness of your private company or family office. One team can handle everything for you.
Further details are available at Private company services.
Preservation of savings and wealth is a very real concern for all our clients at present. Our role is one of stewardship not speculation. We avoid needlessly complicated investment products and never abandon prudence in search of short-term gain. We consider the costs of investing and your overall tax position and focus on identifying the best opportunities available.
Our services include:
The aim of our wealth advisory service is simple: to protect and manage your wealth.
With the recent commission on taxation recommending significant changes to personal pensions, now is the time to actively review your current arrangements with a view towards maximising planning opportunities.
Our advice covers
Tax compliance in its simplest form, means paying the right amount of tax, at the right time, and in the right place. We make sure that being fully compliant is as easy as that.
We can advise on:
We support a number of private clients in managing their business from incorporation and corporate secretarial compliance through to the preparation of monthly and year end accounts, annual returns and providing payroll function services. Again, all your reporting and legal responsibilities can be handled efficiently through one core team.
Further details are available at Company Administration Services.
T: +353 1 792 6862
Tim O'Rahilly is a partner in the tax services practice and specialises in advising high-net-worth individuals and in the taxation aspects of investment transactions.
Tim has extensive experience in advising many of Ireland's leading business people with particular focus on retirement and succession planning.
Tim has also advised key stakeholders in real estate investment in Ireland and elsewhere.
Tim is an Associate Member of the Institute of Taxation in Ireland (AITI) and holds a MsC in Taxation.
T: +353 1 792 6403
Alan Bigley is the Irish pensions practice leader.
Alan is the key relationship partner for a wide range of corporate clients and has overseen and managed clients through significant pension change, particularly over the past number of years. He advises on the complex challenges facing clients and executives such as the future of pensions provision, the role of pensions in the employment deal, pension liability management techniques, and pension exit strategies.
The Pensions Group provides a full range of pension actuarial and advisory services to corporates and individuals and specialises in devising innovative and tailored pension solutions for clients.
Alan is a Fellow of the Institute of Chartered Accountants in Ireland and an Associate of the Institute of Chartered Secretaries and Administrators.