Advising Private Clients

Advising Private Clients

Advising Private Clients

Private clients such as high net worth individuals have worked with us for 25 years to tax plan their financial affairs. They are attracted by our bespoke service and proactive approach.

For those clients with a family office, we provide tax support to the family office across a broad range of tax heads.

Your tax position needs to be tax planned before you move tax residence or have a change in family circumstances:

Our knowledge of tax residence and domicile rules allow us to devise tax solutions for private clients before they move to Ireland or leave Ireland to reside abroad.

The trauma of dealing with marital separation and divorce can often lead to individuals not being aware of the tax implications of such life changing events.  We provide tax support to the family lawyer in terms of providing solutions which are tax efficient.

Wealth planning

We make you aware of the financial opportunities, taxation implications and capital tax cost of passing your assets onto the next generation. We consider the opportunities that may arise from giving gifts to secure reliefs, and from transferring assets before any likely increase in value occurs. In this regard, we frequently use Family Partnerships, Limited Partnerships and tax efficient Wills structures to assist clients.

Tax Compliance

Tax Compliance

Whether you are an individual or corporate taxpayer, the Irish taxation system places significant obligations on you to ensure you remain tax compliant. At Warren & Partners, we provide a comprehensive tax compliance service to help clients satisfy their tax obligations.

Investing in Property

Investing in Property

Warren & Partners can advise you on the various tax implications of holding investment property, earning rental income and receiving proceeds of sale on disposal.

Advice on Residence & Domicile

Advice on Residence & Domicile

An individuals tax residence and domicile status are key to determining their level of exposure to Irish tax.

Family Partnerships

Family Partnerships

Perhaps the mostly commonly used vehicle for private clients and their families to invest are family partnerships.

Tax Planning for Key Executives and Staff moving to Ireland

Tax Planning for Key Executives and Staff moving to Ireland

We specialise in providing advice to key executives and senior staff on personally planning their moves to Ireland.

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Warren & Partners are a boutique Irish tax and business advisory firm based in Ballsbridge, Dublin. Our experienced-team of tax advisors will create unique tax solutions for your specific business needs.

Get in touch

with our experts for Advising Private Clients

Olga Miller
Olga Miller

Tax Director

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Sinead Scanlan
Sinead Scanlan

Senior Tax Manager

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Anthony O’Callaghan
Anthony O’Callaghan

Senior Tax Manager

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