Have you made a will or plans for later life?

Our Senior Financial Planners help you to arrange your financial affairs in the most tax-efficient manner for all the family.

John Morrin

Senior Financial Planner

Talk to a Senior Financial Planner
About your inheritance plans

Talk to a Senior Financial Planner
About your inheritance plans

(01) 5311386

Inheritance Services

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

Get your inheritance Advice now

How can I be sure my inheritance plans are sound?

LEARN MORE

Do I need an inheritance plan?

All about inheritance tax

How much tax will my children have to pay?

Get started on your inheritance planning by contacting our inheritance planner today.

MAKE AN APPOINTMENT

Find out your most efficient inheritance options

Complete the minimum data request box on the right, and an experienced and Qualified Financial Advisor will be in touch with you within 24 hours.

The team at Q Financial Advisors were knowledgeable, understanding and very responsive to our needs. We saved money and got a much better direction on our future finances.”