STEP Ireland are delighted to join with Chartered Accountants Ireland in hosting a Succession Planning Seminar on Tuesday 2 April from 9.30am to 11.30am in Chartered Accountants House. Sandra Meade of O’Hanlon Tax Ltd and Andrea McNamara of O’Connell Brennan Solicitors will address the following topics:
- Making a will and lifetime planning
- An overview of trusts in the context of estate planning
- A brief overview of CAT and DTT
- Summary tips in estate planning
- CAT and CGT reliefs
- Small gifts exemption and complexities of group thresholds
- Discretionary trusts and tax costs
- Post death options for redistribution of an estate
Date: Tuesday, 2nd April 2019
Time: 9.30am to 11.30am
Venue: Chartered Accountants House, 47/49 Pearse Street, Dublin 2
If you are interested in attending this seminar please register using the following link here
