Private Clients & Family Business

At HLB Sheehan Quinn we understand the challenges that your family business faces at each stage of its business life cycle. We provide advice on wealth management strategies, income tax planning, capital taxes on wealth/asset transfers such as capital gains tax, gift and inheritance tax, and stamp duty. We also advise on pension planning.

Our integrated approach, combining the expertise of our specialists in the areas of Business Strategy, Structures & Planning and Tax helps us to help you make the best decisions for your business and your family.

Our private client and family business services include:

  • Strategic business planning
  • Tax planning
  • Creating appropriate communication and governance structures
  • Succession planning
  • Personal wealth management
  • Employee incentive rates
  • Tax efficient cash extraction
  • Employment and compensation policies
  • General business compliance

For more information or to discuss your specific requirements, please contact a member of our team.

Maura Duffy

Advisory & Tax Partner
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