In This World Nothing Can Be Said To Be Certain, Except Death And Taxes.

Benjamin Franklin

While Financial Planning is about ensuring that you have sufficient income and capital at key points in your life, good planning also ensures that the right amount of money is passed to your loved ones when it is really needed.

For some families this means that in the event of an untimely death the surviving family members have sufficient money to raise children in the way that was intended while a parent was still alive.

For others it’s about ensuring that a surviving spouse is not compromised as they grow old and has sufficent income to live out their years.

While in other cases, it’s about distributing assets to family members in a way that minimises taxes or be unappreciated by the recipients.

Whatever your intentions, we can help you to think through all the important issues and where necessary, we can either liaise with other professionals such as accountants, tax advisers or solicitors in helping you structure a plan.

If you would like further information on drawing up your own estate plan you can ring us directly on 01-8455827 (+353 1 8455827 for international enquiries) or email us at