Estate & Wealth Planning – DHKN Galway

Estate & Wealth Planning

Quality, Commitment, Service

Whether transferring assets to the next generation or planning an exit strategy from your business, significant decisions have to be made. For all tax planning, timing is critical, particularly as many tax reliefs have qualifying conditions regarding minimum periods of ownership, employment, etc that have to be satisfied.

At DHKN we have the tax experts and experience to advise you on your estate and wealth planning so that the optimum outcome in terms of tax efficiency, family security and business sucession are reached.

Our services include:

  • Review of Wills and Letters of Wishes.
  • Business succession and tax planning strategies.
  • Optimum structures for family businesses.
  • Retirements and family succession.
  • Share – buy backs and redemptions.
  • Completion of Capital Tax computations and Returns.
  • Liaising with other professional Firms.
  • Dealing with Revenue audits and interventions.

For more information or to discuss your specific requirements, please contact a member of our tax team.

Our Experts

Robert Lohan

Director
Taxation Advice, Strategy & Planning

rlohan@dhkn.ie

091-782098

Claire O’Sullivan

Manager
Taxation Advice, Strategy & Planning

cosullivan@dhkn.ie

091-781310

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