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?

In this service, we will assess the preparedness of all aspects of your current estate plan including Wills, Powers of Attorney, Letter of Wishes, Letters of Guardianship, trusts, identify any improvements and coordinate the relevant Subject matter Experts to develop a plan that optimise asset protection, tax minimisation and flexibility. This process will also consider whether there is sufficient funding in place to deliver on your wishes as set out in the will.

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.