Estate & Succession Planning

When you are planning to transfer your assets to the next generation, we will advise you on the very best way to achieve your objectives.

With 40 years’ experience serving Irish family businesses, HLB Sheehan Quinn’s culture is rooted in family values. We take the time to understand your unique requirements and our dedicated advisors will assist you in ensuring the tax efficient transfer of your assets either — during your lifetime and/or afterwards.

Our services include:

  • Review of Wills & Letters of Wishes
  • Asset Transfers & Company Reorganisations
  • Succession & Tax Planning Strategies
  • Family Partnerships & Trusts

To find out more on how we can help you to realise maximum value with your succession and estate planning, please check out the brochures featured in our Related Downloads section below.

For further information or to discuss your specific requirements, please do not hesitate to contact a member of our team today.

Estate Planning - Protecting the people closest to you
Our latest publication on Estate Planning highlights the importance of taking time to get your personal affairs in order and ensuring peace of mind for you and your loved ones, in any event.

Succession Planning - Will you realise the true value of the assets you have created?
Our latest publication on Succession Planning details how HLB Sheehan Quinn can help you to realise maximum value in your retirement through strategic planning.

Bruce Stanley

Tax Consulting Partner

Maura Duffy

Advisory & Tax Partner
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