Inheritance Planning

You have built up a substantial portfolio of investments, both personal and possibly through your farm/business enterprise. This portfolio has been the result of years of hard work and commitment. The challenge going forward is to ensure that your existing wealth is preserved and that your personal and business investment portfolios can deliver on your investment goals and objectives.

It is vital to plan for passing your wealth to the next generation in a tax efficient manner.

This cover can also build up a fund, which can be taken to pay a gift tax liability once the Plan has been in force for a certain number of years, as required by the Revenue Commissioners.

Further information