Wealth Planning

Warren & Partners provide bespoke advice regarding capital acquisitions tax in Ireland, which includes inheritance tax, gift tax and discretionary trust tax. We help our clients (including family offices) to create tax-efficient strategies for passing wealth to the next generation.

Given the Inheritance & Gift tax rate is currently 33%, we focus on identifying applicable exemptions or tax reliefs that you may be eligible for. We can assist you in identifying and addressing any foreign tax that your estate may be exposed to.

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.

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 Wealth Planning

Tom Mahon
Tom Mahon

Managing Director

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Anthony O’Callaghan
Anthony O’Callaghan

Senior Tax Manager

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Fergus McCarthy
Fergus McCarthy

Specialist in Trust & Estate Planning

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