We can assist you in constructing an Estate Plan 

that caters for some common planning issues

Minimise tax leakage when transferring assets 

Managing your financial and legal affairs if you become disabled

Ensure optimal provision for dependents in a tax efficient manner

Expressing your wishes with regards to medical care

Streamline the lifetime and/or death tax strategies available for asset disposal

Maximise the capital tax reliefs available

Help your family avoid an unnecessary estate tax liability

Navigate the implications of income tax and CAT/CGT planning opportunities

Control the distribution of your assets

The good news is that strategies adopted today can counteract the worst of outcomes tomorrow

Our Tax Planning Process follows 5 guiding Principles

We view tax planning as a forward looking process

What can we do today to mitigate tax issues in the future?

Tax decisions drive all facets of financial planning and wealth management

Devising a tax-efficient retirement income strategy requires a coordinated integrated plan with input from your accountant, solicitor, tax-advisor and CFP professional

Our approach to tax planning is both coordinated and forward looking. We will proactively look ahead to the tax impact of potential decisions so that you can effectively minimize your tax liabilities

We can potentially assist you in the following areas;

Harvestation of Tax losses

Optimizaiton of Income Tax reliefs and banding

Maximisation of reliefs, tax incentives and retirement funding opportunities

Avoiding inefficient and suboptimal investment structures

Planning Charitable Giving to maximize tax benifits

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”The essence of strategy is choosing what not to do” – Prof. Michael Porter

Priya Wealth Management LTD is regulated by the Central Bank of Ireland CRO663501 Registered address: Solas, Scurlockstown, Meath, Republic of Ireland. Terms of Business  Data Privacy  Cookies

Phone: 01 2248790

Email: info@priyawm.ie