Planning for the future isn’t just about wealth; it’s about legacy.

Your financial legacy ensures your assets are passed on as you intend, but just as important is your family legacy - the relationships and harmony you leave behind.

Introducing Your Last & Greatest Gift

Here are the key areas to consider:

  • Planning for the orderly transfer of your estate in the longer term
    Take a strategic approach to passing on your wealth, balancing fairness, tax efficiency, and your family's unique needs.

  • Lifetime giving
    Would you prefer to support your family during your lifetime rather than waiting for inheritance? We’ll help you explore tax-efficient ways to pass on wealth while maintaining financial security for yourself.

The best approach is to consider all the issues, create a plan, put the necessary steps in place, and communicate your wishes to your family.

Clarity today can help minimise conflict tomorrow - ensuring your legacy is not just about wealth, but about preserving strong family bonds.

And that’s the greatest gift of all.

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When seeking professional advice, it’s important to have a clear idea of potential costs. Our fees are tailored to your specific circumstances and needs, ensuring you receive the right level of support.

Here's how our Last & Greatest Gift process works:

  • An online meeting where we discuss your family, assets, income, concerns and wishes.

    Fee: €550 (VAT incl.)

  • We gather all relevant details, provide a detailed written report with tax advice and recommendations, and hold a follow-up meeting to go through everything.

    Fee: From €4,900 (VAT incl.)

  • Taking steps to plan for your estate or financial future may trigger tax return requirements. Whether it’s due to gifting assets, restructuring ownership, or other financial moves, we can help you navigate the tax implications and ensure full compliance.

    We’ll provide clear guidance on any tax returns required and can manage the process for you. During the planning phase, we’ll also offer a separate fee estimate for handling these returns.

Tom & Catherine, retired business people

Kerri has expertly guided us through a series of steps, including family investment and downsizing, and we are now relaxed and comfortable that we have put an overall plan in place that suits our family. 

We have built a great relationship with Kerri and really appreciate what we call the 'after-sales service', in other words, that she takes care of our family's annual tax returns and reporting.

We also know that, when the time comes, our family will know where to turn.