Tax Doesn’t Have to Be Overwhelming.

We Make it Human.

We help individuals and families across Ireland feel calm, clear and in control when it comes to tax.

Whether you’re planning for the future or navigating a life change, our advice is always human-first,

not one-size-fits-all.

See How We Can Help.

Everyone’s tax story is different. You might be building wealth, moving across borders, growing a business or planning for the next generation.

Whatever your situation, we’re here to help you make smart, informed decisions - without the stress or jargon.

Find the path that fits your journey today …..

Support for Individuals

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The Wealth Builder

You’re protecting what you already have or considering a new investment, and you want to do it wisely. We’ll help you understand the tax landscape so you can make smart decisions today, and avoid nasty surprises in the future.

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Your Tax Relocation

Relocating to, or from, Ireland complicates life from a tax perspective. We’ll guide you through the process to make sure that all relevant taxes are managed and minimised, and that nothing is left behind.

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Turning Business into Personal Wealth

You’ve built a business, now it’s time to turn all your efforts into real financial results for you & your family. We help business owners and entrepreneurs make the most of what they’ve built through smart, forward-looking tax planning.

Planning for Your Family’s Future

For many of us, there comes a quiet moment of reflection - when we think about our children, grandchildren, nieces, nephews, or others we love - and ask:
"What would happen if I wasn’t here?"

That question often leads to another: ‘what can I do now to protect my family?’ 

We’re here to help you explore your own answers and put the right steps in place - with clarity, care, and confidence.

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Your Big Picture Plan

Big life plans deserve thoughtful tax advice.

Whether you’re planning for retirement, supporting your family, or planning for the unexpected - like illness or loss - we help you step back and see the full picture.

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Your Last & Greatest Gift

When it’s time to think about inheritance and legacy, we’ll guide you through the decisions that shape what you leave behind - financially and personally.

Our estate planning advice helps you protect your loved ones, avoid unnecessary stress and preserve the relationships that matter most.

Our purpose is to guide individuals and their families as they build, protect and pass on the results of their life’s work.


In doing so, we are guided always by these values:

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    Tax efficiency that allows you sleep at night

    We know from experience that taxes are not the only thing that drive your financial decisions. So, we take a considered view of all the reliefs that could apply to your circumstances, knowing that they are only suitable if living with them works for you and your family.

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    Our focus is on you and only you

    Our lens is on you and your family, and not on your business. We don’t receive commissions from any of our partners or those we collaborate with to bring you the best advice for your situation. 

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    We find the solution that works for you

    We meet you where you are, to deeply understand the issues, tax and otherwise. We work closely with you and your other advisers, and we take the full journey with you from advice to putting it into action.

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    Expertise with a human touch

    Drawing on our experience and professional expertise in tax, trust and estate planning, accounting and law, we provide you and your family with plans that are pragmatic, and human too.

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    Advice for now with an eye to the future

    You need the ‘big picture’ and the detail. We provide both to support you in making the financial decision that’s right for now and in the future.

  • It was a pleasure working with Kerri during our relocation from Ireland to the U.S. Our tax situation was quite complex, but Kerri expertly navigated both U.S. and Irish tax requirements. She was incredibly thorough, knowledgeable, and attentive to every detail, ensuring we were fully compliant. I highly recommend Kerri for anyone seeking expert tax guidance.

    Lorna Purcell, Salesforce

  • Kerri provided expert tax and business advice when we were looking at the right structure for my expanding business. She took the lead in liaising with other advisers to get things over the line, which gave us great comfort that all the required steps were completed. Kerri was also very knowledgeable and supportive in advising on a family investment. We trust her to provide us with sound advice.

    Ciaran McCabe, Director & Founder of Passive Dynamics Sustainability Consultants

  • We have been working with Kerri for a number of years and rely on her for all types of specialist tax advice; VAT, property investment and rental, business owners looking to a future exit, CGT tax reliefs, cross-border inheritance tax issues, share schemes and estate planning. Kerri is practical and commercial, and we would highly recommend her.

    Roseann Heavey, ETL Ireland - Noone Casey