Private Client

Our Private Client Group provides specialist legal and taxation advice to private, institutional and commercial clients.

We focus on providing expert technical advice on trust, estate and charity law issues and on the creation and implementation of innovative and efficient arrangements for the preservation, management and transfer of wealth.  We are dedicated to providing a top quality personal service with a strong emphasis on meeting clients’ needs, discussing their concerns and carrying out their wishes at every stage of life. 

Our expertise includes:

  • Succession law including the preparation of wills and the administration of estates
  • Trust law including the establishment, administration and break up of onshore or offshore trusts
  • Asset management and protection
  • Family partnerships
  • Pre-marriage planning and pre-nuptial agreements
  • The law of capacity, enduring powers of attorney and advanced healthcare directives
  • Philanthropy on a national and international basis
  • Charity law including the establishment, regulation and reorganisation of charities
  • Inheritance tax and all taxation issues affecting estates and trusts 

We are also skilled at internationally-structured succession planning and estate administration.

We work closely with our Litigation & Dispute Resolution Department on contentious private client issues including succession claims, trust disputes and marital disputes and with our other colleagues on corporate and tax matters.

Our work is necessarily discreet, and our clients remain confidential.

Recent significant experience includes advising:

  • On the establishment of a philanthropic structure to finance the Parnell Square Cultural Quarter. 
  • On the administration of the largest and most complex Irish estates, dealing with significant debt issues and cross-border arrangements.
  • On the establishment and re-organisation of offshore structures including private trust companies, foundations and purpose trusts.
  • On the taxation of offshore trust structures with Irish connections dealing with issues such as domicile status, discretionary trust tax and related tax issues.

New Rules for Trustees to Establish Beneficial Ownership Register

New rules requiring trustees to maintain beneficial ownership registers have immediate effect

Transition of Family Business Ownership and Management

What are the main considerations when looking to transition a family business?

Trustees of Charities Obliged to Explain Failure to Comply with New Regulatory Guidance

Charities Regulator publishes new guidance documents to encourage and facilitate the better administration and management of charities.

No Frontiers: Data Access Requests Cross the Rubicon of Litigation

The UK Court of Appeal has ruled that the motive of a data subject in making a data access request is not relevant and has clarified the limitations on the legal privilege exemption under UK law

Ireland Takes the First Step Towards Creating a Central Register of Beneficial Ownership

On 15 November 2016 the Department of Finance published the European Union (Anti-Money Laundering: Beneficial Ownership of Corporate Entities) Regulations 2016 (SI 2016 of 560) (“the Regulations”).

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