Estate planning

Securing your wealth

Deciding what to do with your assets and wealth can be stressful, especially when you’re planning far ahead in the future.

Without setting up the proper safety nets, your family could lose a large portion of their inheritance to the Revenue.

This is why it’s important to have an accounting team which specialises in estate planning – to help you find the most tax-efficient ways of leaving your estate to your loved ones.

There are a number of tax relief opportunities available to you when you plan your estate far in advance.

By exploring the possibilities of using trusts, gifting assets or money in your lifetime or even making charitable donations, there are ways to significantly reduce the impact of inheritance tax on your family.

Like with a lot of things, it can be a complicated system, so it’s crucial that you get in touch with an accounting firm like PMK.

We’ll work alongside you to discuss the rules and regulations behind inheritance taxes and explain all of your options. Once you have the information you need, we will help you build an estate plan, protecting the most important things for you and your loved ones.