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Succession Planning - Inheritance Tax, Trusts & Wills

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Manage episode 490542407 series 3667545
Content provided by Ask About Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ask About Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Ask About Wealth, Paul sits down with Andrea McNamara, Director, Private Client Law at EY Ireland, to dissect the real-life pitfalls of inheritance planning in Ireland. From outdated wills to misunderstood tax implications.


  • When and how wills can be legally challenged
  • Common clauses that sound good but can cause major problems later
  • How trusts and family partnerships can be powerful tools in legacy planning
  • Why high-net-worth families often need a more sophisticated structure than just a will

If you want to understand inheritance tax in Ireland, then this episode is essential listening.


Join The Masterclass:

https://askaboutwealth.ie/MasteringYourFinances


Ask About Wealth helps Ireland’s high earners preserve and grow wealth:

https://linktr.ee/askaboutwealth


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 490542407 series 3667545
Content provided by Ask About Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ask About Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Ask About Wealth, Paul sits down with Andrea McNamara, Director, Private Client Law at EY Ireland, to dissect the real-life pitfalls of inheritance planning in Ireland. From outdated wills to misunderstood tax implications.


  • When and how wills can be legally challenged
  • Common clauses that sound good but can cause major problems later
  • How trusts and family partnerships can be powerful tools in legacy planning
  • Why high-net-worth families often need a more sophisticated structure than just a will

If you want to understand inheritance tax in Ireland, then this episode is essential listening.


Join The Masterclass:

https://askaboutwealth.ie/MasteringYourFinances


Ask About Wealth helps Ireland’s high earners preserve and grow wealth:

https://linktr.ee/askaboutwealth


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

54 episodes

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