Breakfast Seminar: Inheritance Tax and Taxation of Estates

  • Event: Breakfast Seminar: Inheritance Tax and Taxation of Estates
  • Date: 24/03/2017
  • Time: 8:00 AM - 9:30 AM
  • Venue: The Oakwood Hotel, Airport Road, Shannon, Co. Clare
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Description

Q: When does inheritance tax arise and importantly, when does it not?

Q: When is it payable? What reliefs are available?

Q: How can it be minimised?

This breakfast seminar, the second in a series of three covering succession planning, will address all of the above as well as :

  • pre-death tax planning and posthumous tax planning options available.
  • double taxation relief for cross border assets (for those with assets in other jurisdictions)
  • discretionary trust tax, capital gains tax and income tax issues within estates.

Presenter: Kevin Doughan, Associate Solicitor

 

Kevin Doughan is an Associate Solicitor and joined the firm in 2014. Kevin leads the HOMS Solicitors’ Wills and Probate Unit. Prior to joining the firm Kevin practised in Dublin for over ten years specialising in probate, estates and taxation. Kevin is a qualified Estate and Trust Practitioner (TEP) and designated member of the Society of Trust and Estate Practitioners (STEP). STEP is a unique global organisation dedicated to the advancement of knowledge in this area and whose members are professionals specialising in wills, trusts, estates, executorships, administration and related taxes.

Kevin also advises business owners on business succession, wealth preservation and tax efficiency. He is experienced in advising on the transfer of all assets, the creation of all forms of trusts with particular emphasis on asset protection trusts, and discretionary trusts for incapacitated beneficiaries.

Registration from 7.30am

Fee: Members €10 / Non-Members €20

 

In collaboration with

Our Mission: HOMS Solicitors provide a wide range of legal services nationwide, delivering quality, knowledge, experience and value; collectively working in partnership with our clients, investing in our people while supporting the communities in which we operate. With offices in both Dublin and Limerick, we are strategically placed to offer a nationwide service. 

Events Cancellation Policy: Cancellations will be accepted up to 72hrs before each event. Events which are cancelled within 72 hours of scheduled date shall incur a cancellation fee equal to 50% of the agreed cost. Registrants who fail to attend the event will be charged 100% of the full fee. This policy applies to all events.

Please quote Purchase Order number if required on invoice.

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