“in this world nothing can be said to be certain, except death and taxes” A quote from Benjamin Franklin that is as true today as it was in 1789!

Taxation can be difficult to deal with whilst we are in the fullness of health! None of us would want to leave behind a myriad of taxation complications for our nearest and dearest. Our tax professionals here at Cooney Carey are experts in Estate Planning. Our objective is to assist in the orderly and tax effective transfer of wealth in lifetime or death. In order to create a bespoke Estate Plan we take the time to listen and understand your business and family dynamic. We then create a framework to facilitate a controlled and tax effective transfer. In a complex world of taxation we strive to achieve simplicity. We deliver commercial, tax effective solutions and work on a collaborative basis to meet your business and family requirements. We are proactive and deal confidently with:

• Asset protection strategies,
• Will-based tax planning,
• Discretionary trusts,
• Lifetime transfers,
• Foreign property aspects.

Whilst we are living in unsettled times adversity creates opportunity. For many of our clients current asset valuation levels are a catalyst for working with us in devising and implementing a tax effective Estate Plan. For others uncertainty is driving asset protection strategies. Do you need help in devising a fit for purpose Estate Plan? Let’s start the conversation! Contact our Cooney Carey Taxation team on 016779000 or info@cooneycarey.ie. We would be delighted to assist you. To keep in touch, connect with us on LinkedIn.