Tax Efficient Wills

Tax Efficient Wills

Tax Efficient Wills

After spending a lifetime creating wealth, clients are then faced with tax planning the inheritance of this wealth by family members.

We provide tax support to the creation of Wills which provide a mechanism to defer benefits being subject to Capital Acquisitions Tax on beneficiaries who disclaim their inheritance in part/whole and transfer the disclaimed portion into a form of Trust.

Broadly, such Wills then allow beneficiaries to decide to take their inheritance immediately on the death of the survivor of you (thereby crystallising their tax liability), or to elect that all or part of their inheritance should pass to another vehicle, usually a trust, which creates a deferral mechanism.

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Inheritance & Gift Tax

Inheritance & Gift Tax

Warren & Partners provide bespoke advice regarding capital acquisitions tax in Ireland, which includes inheritance tax, gift tax and discretionary trust tax.

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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 Tax Efficient Wills

Fergus McCarthy
Fergus McCarthy

Specialist in Trust & Estate Planning

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Anthony O’Callaghan
Anthony O’Callaghan

Senior Tax Manager

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