Tax

I have been a Chartered Tax Advisor and member of the Irish Taxation Institute for over 16 years. I am a Qualified Financial Advisor and although I do not act advise on or arrange financial products, I bring a broad wealth management perspective to bear.

I formerly worked for the in-house legal firm of one of the “top four” accountancy firms. In this capacity, I worked closely with several specialist tax groups and worked on or in some cases managed, complex tax based projects with those groups.

Subsequently, I have worked as a solicitor and tax adviser and/or have implemented tax based structures, sometimes in conjunction with accountancy firms. I have advised on and implemented structures and arrangements which are tax efficient or use tax reliefs and incentives that are available.

I have worked in particular on reorganisations and arrangements in relation to company groups, company sales and purchases, succession, and inheritance tax planning. I have created and worked on numerous lifetime and will based family trusts.

Although it is not part of my routine work I undertake and advise on income tax corporation tax, PAYE, VAT, stamp duty and capital tax returns.

My experience includes advising and implementing

  • corporate reorganisations
  • tax efficient pension structures, including self-administered schemes
  • extracting cash and assets from companies tax efficiently
  • tax aspects of incorporation and the group structures
  • Enterprise and Investment Scheme Incentive Scheme, Seed Capital Scheme & SURE
  • inward investment by non-Irish entities seeking 12.5% rate
  • tax due diligence in company and business sales and purchases
  • implementing the Irish aspects of international tax holding structures
  • advising on offshore trusts issues
  • capital gains tax entrepreneur and tax retirement relief
  • tax efficient wills and trusts
  • inheritance and gift tax relief reliefs
  • succession planning
  • stamp duty advice and planning
  • advising on VAT on property and leases
  • general compliance issues including revenue audits
  • double taxation relief
  • tax returns for  personal and corporate taxes

As part of Irish Legal Guide, I have written over 1,000 pages of content and organised the original legislative materials and many Revenue notes across all taxation areas.