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Tax - Private Wealth Services - Ernst & Young - Ireland

Private Wealth Services


As part of Ernst & Young's Tax Services, the Private Wealth Services practice works with clients on a one-to-one basis to help structure finances in efficient and effective ways, both nationally and internationally. The team of tax specialists providing this highly personal service offers practical, timely and tax-effective strategies that will help build, maintain and realise a client's wealth. In this way, clients are helped to achieve their lifetime goals and long-term financial security, not just for themselves but also for their families and businesses.

Ernst & Young Private Wealth Services can: 

  • Help clients meet their tax and social insurance obligations.
  • Deliver efficient, tax-saving strategies for individual clients and for companies.
  • Maximise the client's wealth with integrated finance strategies to help capitalise on opportunities available.
  • Provide access to tax specialists who will advise on the financial impact of life/business changes as they happen.
  • Provide assurance that current business arrangements are not restrictive on future circumstances or that future opportunities are not limited for the client or their family.
  • Save time and effort by allowing tax specialists to manage the implementation of the chosen tax strategy.
  • Advise on future provisions for the client, family and company.
  • Update on issues and recommending options to address any changes that may affect the client's wealth strategy.
Leaving Ireland or coming to Ireland?

Whatever your situation it is crucial to know more about the Irish tax regime and the tax regime of the country you are going to or coming from. While Ireland has over 45 double tax agreements with other countries, relief is not always available. Our specialist team will identify the issues, which will affect you most as well as your opportunities for saving tax. Read more on leaving or coming to Ireland.

Property transactions

Our property transactions team offers comprehensive advice on the implications of buying, selling, investing or leasing and will cover the myriad of applicable taxes, from stamp and capital taxes to, income and corporation tax, taking account of funding and commercial issues. Read more on property transactions.

Wealth management

You have worked hard to build your wealth and you want to protect it and enhance your net worth for you and your family. Our multi-disciplinary team of specialists integrates your goals of wealth creation, tax minimisation, succession planning and asset protection into your plan to ensure a secure financial future for you and your dependents. Read more on wealth management.

Trusts

Whether domestic or offshore, the separate legal entity comprising the trust provides effective means of providing for dependents. The unwary however can fall foul of Ireland's extensive anti-avoidance regime. Read more on trusts.

Contacts

For more information on how Ernst & Young in Ireland can help with your private wealth, please see our contacts.

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Thinking ahead: Estate and succession planning
This publication provides information on the issues relevant to the passing on of assets with the emphasis on the tax planning issues associated with Estate and succession planning. The tax planning in these situations is dictated by personal circumstances and therefore can vary enormously from person to person. 

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