Join EY Tax and Law on Friday, 3 February from 8.45am to 10.30am in Lyrath Estate Hotel for an event on estate planning for private clients.
Andrea McNamara, a director in EY Law and Alison McHugh, Partner, Private Client Services will be joined on a panel chaired by Aisling Funchion, a senior manager in EY’s Private Client Services team.
They will discuss topical areas for private clients and their families in the context of estate and succession planning, with a particular focus on asset protection and protection of capital value for future generations. Our discussion will include:
They will discuss topical areas for private clients and their families in the context of estate and succession planning, with a particular focus on asset protection and protection of capital value for future generations. Our discussion will include:
- Protection of capital value for future generations via collective investment vehicles such as discretionary trusts and family partnerships
- Tax efficient transfer of assets, to include family business assets, to future generations
- Importance of having an up to date will in place – for both parents and future generations as assets pass down to children.
Format of Event:
- 8:45am – 9.15am: Registration and tea/coffee
- 9:00am – 10:15am: Panel discussion and Q&A
