Course Summary

Duration2 hours

PresenterPadraig Daly

Course Overview

This course will cover the following topics:

  • Current estate planning landscape
  • The essential reliefs and exemptions
  • 5 Top Tax Tips when planning Estates
  • Tax planning for Child to Parent transfers
  • Disponer pays CAT on behalf of beneficiary
  • Alternative to the Dwelling House Exemption
  • 72 policies
  • Approved retirement funds
  • Residence and Domicile Tax Planning

 


CPD Course Facilitator

Padraig Daly, Mazars

Padraig is Tax Director with Mazars. He previously worked with Deloitte and BDO where he provided financial and taxation advice to private clients, business owners and multinational companies. He holds a first-class honours degree in Accounting and Finance and is qualified as both a Chartered Accountant and a Chartered Tax Adviser. Over the course of the past 12 years, he has written and lectured extensively for a number of professional bodies on taxation matters, including the Irish Taxation Institute, the ACCA and CPA.