Protect your assets, preserve your legacy

We understand that talking openly about inheritance is challenging. However, we believe safeguarding your family’s wealth and protecting your assets is paramount. Having a succession plan in place is key to achieving your desired outcome – both for you and your loved ones.

The benefits of a succession plan

A thorough succession plan provides clarity. It ensures your assets will be distributed exactly as you wish, providing a stress-free process for your loved ones.

For those who are subject to inheritance taxes, or who may become so in the future, a properly designed succession plan can help prevent your family from paying more in taxes than necessary.

It eliminates the potential for any conflict that might occur in the case of unplanned and unstructured distribution of wealth. A carefully curated will can help ease the probate process, which can be lengthy and stressful.

Forward planning also ensures that your assets and interests will be protected in the event of an accident or illness that renders you unable to make decisions regarding your estate. In such cases, a power of attorney will be passed to a nominated relative, friend or loved one.

How we can help?

Power of attorney
Gift and inheritance tax
Giving while living strategies

Passing on property
ARF Tax planning
Discretionary trusts

Special needs trusts
Business succession planning
Next generation investment education

Why choose Saol Capital?

As a fully qualified member of the Society of Trust and Estate Practitioners (STEP) – a global professional body, comprising financial planners, lawyers, accountants, and trustees – we are uniquely positioned to help families plan for their future.

As the only financial planning firm in Cork with this speciality, we can advise on all aspects of the creation of wills, the operation of trusts, associated tax implications, and your overall succession plan. This places Saol Capital as the number one choice for inheritance planning in the Munster region.

Whatever your estate planning goals might be, we are on hand to advise you. Contact us today and let us guide you through the process.

+353 (0)87 344 5882

info@saolcapital.ie

Saol Capital, City Quarter, Lapps Quay, Cork T12 Y3ET

Long Strand Limited trading as Saol Capital is regulated by the Central Bank of Ireland

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