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Wills and Succession Planning

Is your Will up to date? Have you considered how to protect your family and your business in the unfortunate event of your death?

Are you aware that you could potentially save your beneficiaries thousands of Euro by planning the succession of your estate in a tax efficient manner?

You should carefully plan the passing of your assets when making your will.

We will advise you on all issues relating to the transfer of assets by inheritance with related Tax advice.

We will give you advice specific to your own unique situation, we will listen to your concerns and will look at:

  • the tax relief available (such as agricultural relief; business relief; favourite nephew/niece; dwelling exemption; minor child of a deceased child; surviving spouse relief);
  • dividing up your property to use all available tax free thresholds;
  • providing a fund to pay Capital Acquisitions Tax .

It is advisable that your Will is reviewed every 3-5 years particularly for tax purposes to take into account changes in legislation.

If you have children under the age of 18 you should appoint guardians for them in the event of your death. We will advise you on the restrictions imposed by law on how you may deal with your Estate.

Administration of Estates

In order to distribute the assets of an Estate a Grant of Probate or a Grant of Administration generally has to be taken out to distribute the assets (if property is not held jointly and the value of the assets exceeds €6,350).

We have extensive experience in making Wills, advising on succession rights, in the creation of Family Trusts and in the Administration Estates. Two of our Solicitors have Taxation qualifications for Tax Planning. We will provide you with specialist advice specific to your individual circumstances in a sensitive, personal and confidential manner.


For further information please contact us at 023-8844211 or e-mail the following:

Eamonn Fleming efleming@bandonsolicitors.com.
Celine Barrett cbarrett@bandonsolicitors.com.
Una Barrett ubarrett@bandonsolicitors.com.
Laura Wycherley lwycherley@bandonsolicitors.com.