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We specialise in:

Advising Private Clients

Corporate & Transaction Planning

Inheritance & Gift Tax

Global Mobility

Capital Gains Tax Planning Advice

Revenue Engagement

Warren & Partners are one of Ireland’s leading tax advisors, specialising in custom tax solutions for the long-term success of both corporate and private clients.

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Warren & Partners provide a full range of specialist tax advice to domestic and international clients with business interests or operations in Ireland.

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Some recent posts from our experts.

Entrepreneur Relief, Retirement Relief and the Interaction Between the Two

February 21, 2023

The CGT reliefs commonly known as Entrepreneur Relief (“ER”) (contained in s.597AA TCA) and Retirement Relief (“RR”) (contained in both s.598 TCA where the disposal is to a third party), are well known and very valuable reliefs that are available to SME owners the length and breadth of Ireland. However, what is not well known or well understood, is the interaction between the two reliefs and how they apply simultaneously but more importantly how the reliefs can be maximised. We intend to deal with the interaction between RR on disposals to third parties under s.598 TCA and RR on disposals to children under s.599 TCA in a future article.

Gift and Inheritance tax planning – Business Asset Relief

January 26, 2023

The decision to pass on a business to the next generation can be a big step for any family. Whilst commercial and family dynamics are key concerns, the matter of taxation should be high up on the agenda to ensure that tax costs for the outgoing shareholders and the incoming family members are minimised.Therefore, Business Relief is an extremely important relief to consider if much of your family’s accumulated wealth is tied up in a business. We have outlined below the key benefits and conditions of Business Asset Relief.

Important Changes in New Code of Practice for Revenue Compliance Interventions

April 29, 2022

Taxpayers Take Note: Important Changes in New Code of Practice for Revenue Compliance Interventions

Gift and Inheritance Planning

February 23, 2022

In the first of our series on inheritance and gift planning we outline below one of the principal reliefs available to reduce the tax bill.

Irish Expats Returning to Ireland – Have you tax planned your move?

August 24, 2021

According to the CSO, the year to 30 April 2020 saw the highest number of Irish ex pats (28,900) returning to Ireland since 2007. It is vitally important that the ex pat’s financial affairs are managed in a way that the move to Ireland is tax efficient, particularly if they are currently living in a tax jurisdiction with low personal income tax and capital gains tax rates. There are many relevant tax matters which should be considered prior to moving back to Ireland. Our experienced tax team can provide important assistance in this regard.

New Employer Reporting Requirements for Certain Share Schemes

July 19, 2021

There are several annual reporting obligations for employers who operate share schemes for their employees which are due for filing with Revenue by 31 March following the year end.

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Warren & Partners are one of Ireland’s leading tax advisors, specialising in custom tax solutions for the long-term success of both corporate and private clients.

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Irish Private Companies

Private Clients & Family Business

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