To serve our clients to the best of our ability, we first must understand their needs. We start by getting to know each client’s current financial situation and future goals, both short and long-term. By understanding your current financial situation and future goals we can develop a comprehensive Lifetime Financial Model which is tailored for you and your family. This model will provide you with the insights necessary to enable you to grow your assets and will reduce overall volatility in your portfolio.
Financial Planning consists of the following components:
Life Time Cash Flow Management
Risk Management – Protecting your family and assets
Asset Management – Setting goals, reducing volatility, building portfolios
Retirement Planning – Use of tax efficient vehicles to enhance your personal wealth
Trust & Estate Planning – Developing tax efficient structures for succession planning and asset protection
Tax Planning – Ensuring all aspects of the financial planning process to tax efficient.
A Pensioneer trustee is a status conferred by the Revenue Commissioners on individuals or firms with specialist knowledge in the area of pensions law and pensions administration. Our sister MacDonald Trustees is approved by the Revenue Commissioners to act as a Pensioneer Trustee.
It is a Revenue requirement that a pensioneer trustee be appointed as a trustee in relation to all Self-administered pensions. The role of the pensioneer trustee typically involves the establishment and administration of self administered pensions through use of a trust. Their formal responsibilities include ensuring such pensions operate in accordance with the requirements of the Revenue Commissioners and the Pensions Acts 1990-2002.
We are registered Trust & Estate Practitioners who help families plan for their futures, specialising in a wide range of activities, from drafting a relatively simple will to more complex issues surrounding, trust requirements for inheritance tax or CAT planning. We help a wide variety of international families, vulnerable family members, family businesses succession planning and passing farming assets to the next generation. We are members of the Society of Trust & Estate Practitioners. www.step.org
STEP has 18,500 members across 80 jurisdictions from a broad range of professional backgrounds, we link up with these members at various events worldwide throughout the year. We are member of the STEP Ireland Branch and have access to the most specialist legal and tax knowledge in the country.