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Audit

Our audit services can strengthen your business and stakeholders' confidence. You'll receive professionally verified results and insights that help you grow.

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In today’s global asset management landscape, there is an almost constant onslaught of change and complexity. To combat such complex change, asset managers need a consolidated approach. Read our publication and find out more about what you can achieve by choosing to work with us.

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Tax

Our tax services help you gain trust and stay ahead, enabling you to manage your tax transparently and ethically.

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Our Corporate Tax team is made up of more than 40 highly experienced senior partners and directors who work directly with a wide range of domestic and international clients; covering Corporation Tax, Company Secretarial, Employer Solutions, Global Mobility and Tax Incentives.
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Grant Thornton Ireland is rapidly approaching 3,000 people, in 9 offices across Ireland, Isle of Man, Gibraltar and Bermuda, and a presence in over 149...

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Breakfast Bitesize: Wealth & Succession Planning

Name: Breakfast Bitesize: Wealth & Succession Planning
Start: 2018-05-30T07:30:00+00:00
End: 2018-05-30T09:30:00+00:00

30 May 2018

Date Wednesday, 30 May 2018
Time 7.30am: registration and breakfast
8:00am: seminar begins
9:30am: seminar ends
Venue The Marker Hotel, Grand Canal Square, Docklands, Dublin 2

Join us for our "Breakfast Bitesize" on Wednesday 30 May jointly hosted with Cantor Fitzgerald. In this session we aim to demystify the rules governing inheritance tax in Ireland and to provide you with some clear tips and advice that will help you to plan ahead. You will get ideas on how to best position your estate and your portfolio, with a brief preview of alternative investment opportunities.

Agenda:

Welcome - Ronan Reid, Chief Executive Officer, Cantor Fitzgerald Ireland

Financial Planning - the rationale for knowing your “Financial Why” -
Liam Naughton, Assistant Manager - Financial Counselling, Grant Thornton

Death & Taxes - Understanding your Succession Planning & Inheritance Tax -
Úna Ryan, Director - Tax, Grant Thornton

Market & Investment Outlook, Portfolio Allocation -
David Beaton, Chief Investment Officer, Cantor Fitzgerald Ireland

Tax Relief & Alternative Investment Opportunities -
Conor McKeon,- Head of Corporate Finance, Cantor Fitzgerald Ireland

Q&A - Facilitated by Oliver O’Connor, Director - Financial Counselling, Grant Thornton

RSVP to: Robyn Palmer Sheehan

Tel: +353 (0)1 4332494 Contact: