Donal Bradley Tax Advisors Dublin

the best
succession plan

We will liaise with your legal advisors to ensure the best succession plan for you is put in place and that the following reliefs / exemptions are considered:

  • Business Asset Relief on transfer of business (reduce taxable value by up to 90%)
  • Agricultural Relief on transfer of agricultural land / property (reduce taxable value by up to 90%)
  • Certain Dwelling Exemption – tax-free transfer of main family home in certain circumstances
  • Double Taxation Relief – consider non-Irish taxes particularly relating to foreign property.
  • Credit for capital gains tax paid on certain transfers against gift tax arising on the same event.
  • Maximising tax-free thresholds for the wider family.
  • Net of tax transfers
  • Small gift exemption.
Donal Bradley Tax Advisors Dublin
Donal Bradley Tax Advisors Dublin
  • Discretionary trust
  • Life interests or limited interests
  • Inheritances taken by parents
  • Provision of insurance policies to pay tax arising on gifts / inheritances (free from tax where certain conditions met).