Estate Planning

In the past ‘Estate Planning’ was something we believed to be only for the elite, very few wealthy individuals and their families in our society.

However, this is not solely the case. If you are planning to leave your house, your estate or any other assets to your family-you need to make sure the real value of these assets is not reduced by inheritance tax

Questions you must address are:
  • Who Pays the tax?
  • How much tax?
  • What assets are liable to Inheritance tax?
  • Reliefs and exemptions
  • Benefits of Life assurance relief
Take the Next Step

Contact us on (01) 288 4180 / (01) 283 5473 or to arrange for a one-on-one meeting with an advisor.