Tax Efficient Wills

July 27, 2022

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.

Get in touch with one of our experts

Specialist in Trust & Estate Planning

Fergus McCarthy

Tax Director

Anthony O’Callaghan

Warren & Partners - Taxation experts

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.

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