Practice Areas - Cruinneas Tax

SME Business Advisory Our typical SME client family has spent many years building up a successful business and investment asset base and are looking for an advisory partner to plan the next phase. With many taxation reliefs available for the transfer or sale of business or agricultural assets,we work closely with the clients and their existing accountant to ensure their corporate structure is robust for either a sale or family transfer in the medium term. Corporate & Group Restructures and Business Reorganisations including all company secretarial services Family Business, Retirement and Succession Planning for owner managed businesses including business succession planning for next generation Capital Acquisitions Tax Planning for Families including all tax compliance aspects of Trust and Estates Administration Will planning for non business assets, including Family Home, Investment and Approved Retirement Fund assets with differing tax treatments and reliefs Taxation advice on wealth extraction through pension structuring and post retirement cashflow planning

Family Office Advisory Our typical Family Office client requires taxation advice and support to facilitate decision making on preserving the legacy of the wealth created. Trusted Advisor for taxation aspects of separation of family and business wealth Facilitation of discussions on equitable wealth transfers within HNW Families Co-ordination of implementation with existing legal and professional advisors Taxation advice relating to Family Partnerships, Trusts and intergenerational wealth transfers, with protection for young or vulnerable beneficiaries

Outsourced Taxation Support to Accountants and Solicitors Tax Consultancy support to accountants and solicitors in relation to Inheritance Tax planning for their high-net-worth clients. We recognise our accountant and solicitor clients have long standing and trusted relationships with their client families and we work closely as part of that advisory team in terms of a specific transaction or project. Transfer of Business or Investment Assets as a lifetime transfer Will Planning Tax Administration for Estate Clearances in prescribed Revenue form Capital Acquisitions Tax Filing including Non-resident beneficiary clearance Taxation compliance support on asset disposals including Non-resident Capital Gains Tax Clearance submissions