In these extraordinary times, people have turned their thoughts to their requirements concerning estate planning and making or revising their Wills and ensuring plans are made to pass on wealth to the next generation.
Date: June 10, 2021
Time: 10am – 11am
Location: Zoom
Cost: FREE
Book: Online or contact Brenda in Dundalk Chamber to book your free place on +353 42 933 6343 or at brenda@dundalk.ie
UHY Farrelly Dawe White are a solutions-focused, Director Led, full service practice and are proud to provide an attentive and personal service to all of our clients; from the large corporates to the individual owner-managed or family-run businesses. We have over 30 years of experience when to comes to assisting our clients with wealth protection and estate planning assistance. We strive to give our valued clients peace of mind when it comes to passing on wealth the next generations and make it a seamless process.
Like many of our clients at UHY FDW it would be understandable if you are also concerned about the effect that the Coronavirus pandemic is having on your day to day life. Covid-19 has created a truly unprecedented situation which affects us all. It has prompted us all to consider how we can best provide for those who are here or who will come in the future. In these extraordinary times, people have turned their thoughts to their requirements concerning estate planning and making or revising their Wills and ensuring plans are made to pass on wealth to the next generation.
Estate planning is so much more than just creating a will, it is a well thought out and deliberate process. The overall objective is to eliminate uncertainties and financial hardship for you, your family and beneficiaries. It is never too early to begin estate planning and we will always advise our clients to begin the process early and review their assets and affairs regularly, particularly in light of annual tax law changes. There are several lucrative tax reliefs available for both you and your beneficiaries and these should be maximised with forward planning. Brexit has impacted some of these reliefs and it is important that older estate planning advices be reviewed in light of same.
While it may appear to be a daunting task, UHY FDW can guide you and your family through the full process and are here to help at every stage.
Book your place on our webinar today or contact our experts to discuss any tax matters you wish to .
+353 42 933 9955 nialldonnelly@fdw.ie