Private wealth and succession

Overview

Wealth planning is not just about the long term. There are also short and medium-term challenges that you may need to review, including structuring your business interests in an efficient manner, managing your personal tax position and making sure that you are maximising your pension arrangements.

In addition, providing for family and securing their financial future for when you are no longer around can be a challenge, particularly when capital acquisitions tax may apply to a large part of your estate.

Potential issues

  • Structuring your business interests efficiently.
  • Disposing of your business without giving rise to unnecessary tax costs.
  • Managing personal and business tax compliance.
  • Moving to/from Ireland and managing your tax position.
  • Retirement and pension planning.
  • Passing assets to your family.
  • Making a will.

How can we help?

  • We can provide advice on structuring your business interests in a tax efficient manner.
  • We can support you with your income tax compliance obligations, whether straightforward or complex.
  • We can provide guidance on providing for your family to ensure that significant tax does not arise on making gifts now and/or on your death.
  • Pension planning.

Contact us

Tim O'Rahilly

Partner, PwC Ireland (Republic of)

Tel: +353 1 792 6862

Ronan Furlong

Partner, PwC Ireland (Republic of)

Tel: +353 53 915 2421

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