Podcast Episode Details

Succession Planning - Inheritance Tax, Trusts & Wills

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Season 1 Episode 28

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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 From outdated wills to misunderstood tax implications.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.

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Published on 2 months, 2 weeks ago