Private Clients & Family Business

We provide advice to high net worth individuals in relation to the following matters:

• Managing tax aspects of retirement, including assessing the availability of relief from Capital Gains Tax under Retirement Relief or Entrepreneur Relief on retirement from a family business
• Dealing with complex pension matters, including providing advice to non-Irish tax resident clients who choose to migrate their retirement funds offshore
• Liaising with Revenue on behalf of clients in respect of Revenue interventions under various tax heads
• Capital tax planning, including gift or inheritance tax planning
• The establishment of Family Partnerships to control the passing of wealth to the next generation

As part and parcel of our offerings to high net worth individuals, we provide a comprehensive income tax compliance service. If appropriate, we can also provide a family office solution to individuals. 

We also have years of experience providing advice to several high-level executives:

We are advising executives (including executives working in Google, Twitter and PayPal) on the following matters:

• Arranging personal financial affairs before moving to Ireland to work with multinationals in a broad range of industries including Technology, Pharma and Banking
• Advising individuals on their Irish tax filing and payment obligations on becoming Irish tax resident
• Advising on the availability of the beneficial non domiciled remittance basis of taxation on becoming Irish tax resident
• Various employment related tax matters (see our Global Mobility services)
• Working closely with Solicitors to advise on the tax treatment of termination payments paid on exit from high level positions
• The implementation of tax efficient share plans
• Identifying Income Tax and Capital Gains Tax filing and payment obligations in respect of share schemes, stock options and Restricted Stock Units (RSUs)