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Inheritance Planning

Talking openly about inheritance is challenging, but a little preparation can preserve wealth and income for both generations. We are here to help families understand the inheritance process, define the most important objectives for your family and create tax efficient plans to meet those priorities.

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Inheritance and Succession Planning | Goodbody
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Inheritance and Succession Planning | Goodbody
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Having a Succession Plan

We have seen time and time again cases where, with some financial planning and structuring, we can help families with significant wealth reduce their tax bills, more easily transfer an asset or speed up and simplify the inheritance process.

How can we help

Our inheritance and succession planning service includes:

Business succession

Ideas for tackling business succession and transferring farm ownership.

Charitable giving

Support and guidance on legacy planning and philanthropic strategies.

Gift and inheritance tax

Straightforward guidance on managing gift and inheritance taxes for major asset classes.

Giving while living strategies

Options for ‘giving while living’ to the next generation.

Passing on property

How to pass on property in a tax-efficient manner.

CONTACT

Arrange a consultation with our team today

Talk to Us
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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.
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