Estate Planning

Do my existing estate arrangements ensure that the right amount of money gets to the right person at the right time? Am I minimising my inheritance tax liability? How do I deal with beneficiaries that may not be ready/or able to receive their inheritances. How will my estate pay for inheritance tax?

Estate planning is often over looked or delayed but for us it is regarded as one of the starting points of good planning. What do you want to happen to your estate in the event of you and your partners death? We review all aspects of your current estate plan and work with the relevant Subject Matter Experts to develop a plan that optimises asset protection, tax minimisation and flexibility.

This process will also consider whether there is sufficient funding in place to deliver on your wishes.

We would love an opportunity to have an informal chat with you, to hear your story and see if we can be of assistance. Contact Frank on  frank@trinityfinancial.ie or 01 908 1236 to discuss.