A significant transfer of wealth is on the horizon as Ireland’s population ages, yet many families are not preparing for inheritance despite being motivated to provide for the next generation. At Goodbody, have seen time and time again cases where, with some financial planning and structuring, we could have helped families with significant wealth reduce their tax bills, more easily transfer an asset or speed up and simplify the inheritance process. Our in-depth report, Death and Taxes, lays out a wide-ranging framework for understanding the complexities of inheritance, from managing assets and tax exposures to preparing the next generation to acquire wealth of their own.

Inheritance Planning with Goodbody

As financial planning becomes more central to Goodbody’s Wealth Management business, inheritance is emerging as a key concern for clients and a growing feature of our advice.

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