Private clients

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:

• Personal tax planning
  

  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:

  • Income tax including residence and domicile status
  • International tax for individuals including tax shelters
  • Tax-efficient remuneration/ share structures for key employees
  • Retirement strategies, succession planning and inheritance tax
  • Partners and partnership tax consultancy services
  • Litigation, dispute resolution and matrimonial issues
  • Wills and probate services.

  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.

  
• Wealth advisory
  

  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:

  • Investment consulting advice (e.g. recommending an appropriate strategy, including a review of any existing portfolio);
  • Irish and overseas property including structuring property funds;
  • Transactional investment advice; and
  • Maximising tax efficient structuring around agreed investment approach.

  The aim of our wealth advisory service is simple: to protect and manage your wealth.

  
• Personal pension & retirement planning
  

  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

  • Pension issues on assignments in and out of Ireland;
  • Managing the overall lifetime pensions cap;
  • Post retirement planning including Approved Retirement Funds;
  • Pre-retirement planning including Self Administered Pension Schemes;
  • Pension scheme trustee services;
  • Structuring your business operations to maximise allowable pension contributions: and
  • Wealth planning including a full review and advice on investments, life assurance, pension entitlements, income protection, ill health benefits.

  
• Personal tax compliance
  

  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:

  • Personal tax returns;
  • Corporate tax returns;
  • Tax payment schedules;
  • Dealing with Revenue enquiries; and
  • Partnership tax returns.

  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.