Estate & Succession Tax Planning Solicitors in Ireland
Helping families protect their wealth and plan confidently for future generations. Whether you are planning your estate, passing on a family business, or making lifetime gifts to family, we provide practical legal and tax advice tailored to your circumstances.
Your consultation will answer:
- "How much inheritance tax will my children pay when I die — and is there anything I can do to reduce it?"
- "I want to pass my business to the next generation — how do I structure this tax efficiently?"
- "Can I make gifts to my family now and reduce the size of my estate for tax purposes?"
- "What reliefs are available for family businesses and agricultural property in Ireland?"
Estate & Succession Tax Services
A full range of advice across the situations and transactions that matter most to your family’s long-term planning.
CAT Planning
Minimising inheritance and gift tax exposure for your family.
Business Relief
Business Property Relief on family business assets.
Agricultural Relief
Significant relief for agricultural property and farms.
Family Business Succession
Succession planning for family-run businesses.
Lifetime Gifts
Structuring tax-efficient transfers to family now.
Trust & Property Succession
Using trusts and structures to protect and transfer family wealth.
How an Estate & Succession Tax Matter Works
A clear, structured approach from the first consultation to implementation.
1
Consultation
We understand your family circumstances, assets and long-term objectives.
2
Asset Review
We examine your assets and existing structures and calculate exposure to CAT, CGT and other taxes.
3
Tax Planning
We identify Business Relief, Agricultural Relief, the Small Gifts Exemption and other reliefs available to you.
4
Recommendations
We advise on tax-efficient transfers by Will, lifetime gift, trust or a combination of these.
5
Implementation
We align your Will and succession plan and put the agreed structure in place.
✓
Future Reviews
We review your plan as your circumstances, assets or the tax rules change.
What Your Solicitor Helps to Protect Against
Succession tax planning has the most value before assets pass — when reliefs can still be claimed and structures can still be put in place.
01
Missed Reliefs
Losing Business Relief or Agricultural Relief because qualifying conditions were not identified or maintained.
02
Unplanned CAT Exposure
Your family facing an unnecessary Capital Acquisitions Tax bill because thresholds and exemptions were not used.
03
Misaligned Will & Plan
A Will that does not reflect the succession plan you actually intend.
04
Poorly Timed Gifts
Lifetime gifts made without using the Small Gifts Exemption or understanding the tax consequences.
05
Unstructured Business Succession
Passing a family business without a plan that protects both the business and the relevant reliefs.
06
Fragmented Advice
Legal and tax advice from different advisers that leave gaps between the two.
Everything above is included in your fixed fee — agreed before any work begins, with no hidden costs and no billing surprises.
Why Wayfound?
What makes us different — and why it matters for your family’s succession planning.
Legal and Tax Expertise Combined
Estate planning sits at the intersection of legal and tax advice — we provide both in one engagement.
Family-Focused Planning
We take the time to understand your family, your assets and your priorities.
Practical, Implementable Advice
We recommend structures that are practical and achievable — not just theoretically ideal.
Plain English Throughout
We explain complex tax concepts clearly, without unnecessary jargon.
Tailored Strategies
Advice specific to your circumstances — not a generic template.
Long-Term Relationship
We review your plan on an ongoing basis as your circumstances and the tax rules evolve.
Meet Your Solicitor
Tamoor Barlas
Solicitor
I am a solicitor based in Dublin 15. Alongside my commercial practice, I advise individuals, families and businesses on Irish immigration pathways — from employment permits and residency through to family reunification and citizenship.
Relocation is more than a visa application. The people I advise are often making one of the most significant legal and financial decisions of their lives. I combine immigration counsel with tax and corporate insight so your move to Ireland is planned as a whole, not in isolated filings.
Because I practise as both a solicitor and a tax, I can advise on immigration status and the tax consequences of becoming Irish-resident in one engagement — reducing duplication and closing the gap between legal permission and financial planning.
“My job is to take the immigration and tax complexity off your hands — so you can focus on building your life in Ireland.”
Frequently Asked Questions
Capital Acquisitions Tax (CAT) charges 33% on the value of an inheritance above the relevant threshold. For children inheriting from a parent, the Group A threshold is currently €400,000 — children can receive up to this amount combined over their lifetime before CAT applies, with amounts above it taxed at 33%. Business Relief and Agricultural Relief can reduce or eliminate CAT on qualifying assets.
Business Property Relief reduces the taxable value of qualifying business assets by 90% for CAT purposes — effectively making them almost CAT-free. To qualify, the business must be trading rather than an investment, the donor must have owned the asset for a minimum period, and the recipient must retain it for six years after the gift or inheritance. The conditions are specific and require careful review.
Agricultural Relief reduces the taxable value of qualifying agricultural property by 90% for CAT purposes. To qualify, the property must be agricultural — land, buildings, livestock or farm machinery — and the recipient must be a 'farmer', meaning at least 80% of their assets after the gift or inheritance must be agricultural property. The recipient must also farm the land, or lease it to a qualifying farmer, for six years.
Yes. Lifetime gifts reduce the size of your estate and can benefit from the Small Gifts Exemption, currently €3,000 per recipient per year, which is exempt from CAT and does not count towards the lifetime threshold. Larger gifts use up the recipient's tax-free threshold, potentially resulting in CAT now or on death. Timing and structure matter significantly.
It allows you to give up to €3,000 per recipient per year without any CAT consequences. This exemption is separate from the lifetime Group A/B/C thresholds and does not reduce them. Used regularly over time, it can transfer significant wealth without CAT cost — a couple can give €6,000 a year per child without CAT.
Trusts hold assets for the benefit of family members, can protect assets from dissipation, and can achieve tax efficiencies in some circumstances. Common uses include trusts for minor children, discretionary trusts for family members unable to manage their own affairs, and trusts as part of a broader succession plan. Trust planning in Ireland requires careful consideration of the tax rules, as discretionary trusts are subject to specific CAT charges.
Feedback From Clients
Built on Trust,
Backed by Results
At Wayfound, we pride ourselves on providing exceptional service and making a meaningful difference in the lives of our clients. But don’t just take our word for it, hear directly from those who have experienced the Wayfound difference
Ready to move forward? Contact us today and let’s take the next step.