Inheritance Tax

Inheritance Taxation

Inheritance legislation requires planning well in advance because the earlier you make arrangements, then the more opportunities become available so that your beneficiaries receive the maximum amount possible under the legislation. In addition it is important to strike the correct balance between your beneficiaries and ensuring adequate provision for yourself and your spouse in later years and that requires a detailed knowledge of the tax regime.

Our experienced team provide a discreet wealth protection review service to minimise your risk and tax liability that includes;

  • Help with drawing up and reviewing your will.
  • Making full use of exemptions and lower tax rates on lifetime transfers.
  • Optimising lifetime transfers between spouses.
  • Transferring assets into trust.
  • Arranging adequate life assurance to cover potential inheritance tax liabilities.

Dillon Kelly Cregan

18 Upper Mount Street,
Dublin 2.
Eircode: D02 ER26


Telephone:01 - 676 2791
E-mail: info@dillonkellycregan.ie

 

       

Registration Details

DLT Dillon Kelly Cregan Limited is a firm registered as auditors and authorised to undertake investment business services in Ireland by the Association of Chartered Certified Accountants.

DLT Dillon Kelly Cregan Limited. Incorporated in Ireland under (Companies Registration Office) CRO registered number 522590. 

 

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