Our Private Client Group provides specialist legal and taxation advice to private, institutional and commercial clients.
We focus on the creation and implementation of innovative and efficient arrangements for the preservation, management and transfer of wealth. We are dedicated to providing a top quality personal service with a strong emphasis on meeting clients’ needs, discussing their concerns and carrying out their wishes at every stage of life.
Our expertise includes:
- Succession law including the preparation of wills and the administration of estates
- Trust law including the establishment, administration and break up of onshore or offshore trusts
- Asset Management and protection
- Debt issues relating to estates
- Anti-money laundering and trust law
- Enduring powers of attorney and wardship matters
- Charitable giving on a national and international basis
- Charity law including the establishment, operation and reorganisation of charities
- Inheritance tax and all taxation issues affecting estates and trusts
We are also skilled at internationally-structured succession planning and estate administration.
We work closely with our Litigation & Dispute Resolution Department on contentious private client issues including succession claims, trust disputes and marital disputes and with our other colleagues on corporate and tax matters.
Our work is necessarily discreet, and our clients remain confidential.
Recent significant experience includes advising:
On the administration of the largest and most complex current Irish estates, working with practitioners in the following jurisdictions - UK, France, Spain, Monaco, Italy, Hungary, Poland, Luxembourg and the US.
On the establishment of offshore structures including private trust companies, foundations and purpose trusts in the following jurisdictions - Bermuda, the Bahamas, Jersey, Guernsey, Isle of Man, Malta, Switzerland, Panama, Romania, St. Lucia and the US.
Leading role representing the Law Society of Ireland and STEP on implementation of the Third Money Laundering Directive, attending all meetings with government officials and preparing submissions. Similarly involved in respect of the implementation of the new gift and inheritance tax regime by Revenue and the Probate Office in 2010.
Only Irish private client team within the Taxand network, attracting international advisers at a high level.
Currently the only Irish law firm to have become a member of the Family Bhive, an interactive website for high net worth families and their advisers.
Only Irish firm to be shortlisted for best UK and Ireland Regional Legal Team of the Year at STEP Awards in 2009/2010. The awards highlight excellence among private client advisers.
Recommended by PLC Which lawyer? for Private Client work.