Succession Planning - Inheritance Tax, Trusts & Wills
About this episode
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 From outdated wills to misunderstood tax implications.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.
Join The Masterclass:
https://askaboutwealth.ie/MasteringYourFinances
Ask About Wealth helps Ireland’s high earners preserve and grow wealth:
https://linktr.ee/askaboutwealth
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time Ask About Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Ask About Wealth
The 5 Biggest Tax Mistakes Irish High Earners Make (And How to Fix Them)
Ask About Wealth
The Irish Mortgage Market: What Buyers, Switchers and Investors Need to Know
Ask About Wealth
Get the Best Property For Your Money: The Complete 8-Step Guide
Ask About Wealth
Borrowing Money Against Your Assets
Ask About Wealth