We provide ‘big-picture’ support for personal financial decisions, investments and milestones

underpinned by excellent tax advice and led by your circumstances.

Tax Expert Kerri O'Connell in a blue and white striped shirt sitting on a green sofa in a modern interior with wooden furniture and a plant in the background.

Support for Individuals

We know that big financial decisions can feel overwhelming. You want to be sure you’re making the right choices, not just for today but for the future.

That’s where we come in.

We’ll help you understand how your decisions impact your financial position and guide you toward the most tax-efficient approach for your unique situation. With us, you can trust that every Irish tax consideration - whether it’s about savings, costs, compliance, or management - is covered.

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The Wealth Builder

You’re considering a new investment opportunity, and you want to ‘do it right.’

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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.

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Turning Business into Personal Wealth

Your focus is on growing & running your business: make sure your effort translates into real financial security for you & your family.

Planning for Your Family’s Future

For those of us with children, grandchildren, nieces and nephews, or young people that we love and care for, there comes a moment when we ask ourselves, ‘what would happen if I wasn’t here?’ 

That thought is quickly followed by another: ‘what can I do to protect my family?’ 

We are here to help you find your personal answer to these questions and to put the right steps in place.

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Your Big Picture Plan

A well-thought-out plan ensures that your wealth is protected and passed on in a way that aligns with your wishes.

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Your Last & Greatest Gift

Your financial legacy ensures your assets are passed on as you intend. But what about your family legacy - the relationships you leave behind.

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

We also regularly provide tax advice and support to solicitors, barristers, accountants, and financial services advisers, helping them deliver a comprehensive, high-quality service to their clients.