The Q Senior Planners will evaluate your assets, properties and financial resources such as Pensions, Investments, home, farm or business. We will ensure that you have a tax-efficient plan for transition of Wealth.
Preparing an inheritance plan
Making a will is not just a legal transaction
Talk about the finances before making a will
Only 3 in 10 Irish people have drafted a will* (Farmers Journal Survey)
50% have made no preparation for death* (Farmer’s Journal 2020)
Most retired parents are unaware of the inheritance threshold €335K when leaving their home to their children.
The capital gains tax rate is 30%
WHY WORK WITH US
Fast appointment to assess your family’s basic inheritance needs