Webinar / Seminar – Thurs 19 May 2022 – Planning for the future – tax & legal considerations relating to succession & estate planning

Webinar / Seminar – Thurs 19 May 2022


  • Planning for the future  / Tax & legal considerations relating to succession and estate planning

RBK Chartered Accountants are delighted to continue their series monthly of in-person / hybrid events which will be held in the UCD University Club in Dublin and on-line.

On Thursday 19 May,  we looked at Succession and Estate Planning.

Stephanie Whelan from Reddy Charlton LLP, discussed estate planning for the modern / blended family and pitfalls of not planning ahead for both tax and succession.  RBK’s Richard McAufield considered taxation implications of gifts and inheritances including life time gifting, assets passing on death, discretionary trusts for incapacitated children, common reliefs and foreign considerations in estate planning.  RBK’s Patrick Keegan discussed the importance of pension planning as part of your succession planning needs.

–  A recording of the webinar can be accessed here
–  A copy of the presentations can be downloaded here.