Succession Planning - Inheritance Tax, Trusts & Wills
· 39 min · S1 E28
Episode Succession Planning - Inheritance Tax, Trusts & Wills
In this episode of Ask About Wealth, Paul sits down with Andrea McNamara, Director, Private Client Law at EY Ireland, to dissect the real-life pitfalls of inheritance planning in Ireland. From outdated wills to misunderstood tax implications.
• When and how wills can be legally challenged • Common clauses that sound good but can cause major problems later • How trusts and family partnerships can be powerful tools in legacy planning • Why high-net-worth families often need a more sophisticated structure than just a will
If you want to understand inheritance tax in Ireland, then this episode is essential listening.
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