Navigated to Succession Planning - Inheritance Tax, Trusts & Wills

Succession Planning - Inheritance Tax, Trusts & Wills

June 24
38 mins

Episode Description

In this episode of Ask About Wealth, Paul sits down with Andrea McNamara, Director, Private Client Law at EY Ireland, to dissect the real-life pitfalls of inheritance planning in Ireland. From outdated wills to misunderstood tax implications.



  • When and how wills can be legally challenged 
  • Common clauses that sound good but can cause major problems later
  • How trusts and family partnerships can be powerful tools in legacy planning
  • Why high-net-worth families often need a more sophisticated structure than just a will



If you want to understand inheritance tax in Ireland, then this episode is essential listening.



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