Breakfast Bitesize: Wealth & Succession Planning

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

Robyn Palmer Sheehan
Tel: +353 (0)1 4332494 Contact: robyn.palmersheehan@ie.gt.com