Course Summary

Duration1 hour

PresenterPadraig Daly

Course Overview

This course will cover the following topics:

  • Estate Planning
    • Current estate planning landscape
    • Approved retirement funds
    • Disponer pays CAT on behalf of beneficiary
    • S.72 policies
    • Planning considerations
  • Business transfers:
    • Business relief
    • Retirement relief
    • Revised entrepreneur relief
  • Shareholders accessing company funds
  • Exiting a company


CPD Course Facilitator

Padraig Daly, Mazars

Padraig is a Tax Director with Mazars where he advises private clients, business owners and multinational companies on mergers and acquisitions, shareholder buy outs, succession planning, corporate reorganisations and tax efficient financing. Over the course of the past 10 years, he has written and lectured extensively for a number of professional bodies on taxation matters, including the Irish Taxation Institute and the Association of Chartered Certified Accountants.