This isn’t just about wealth; it’s about legacy.

It’s about ensuring your assets are passed on as you intend and it’s about the family you leave behind.

Introducing Your Last & Greatest Gift

This is your opportunity to take a step back and to think about ‘the works’.

The Finances

Your Assets & Liabilities

Your Income

Big-Ticket Spending & Day-to-Day Spending

Cashflow Now & in the Future

The Family

Who are Family Members for Benefits?

Circumstances of each Family Member

Lifetime Gifts or Inheritance only?

Your Intentions as to Division of Assets

Both of these pillars are equally important.

Focussing only on the financial and tax issues, without thinking through the impact on family members, won’t bring you the peace of mind you deserve.

You’re working towards a fully considered plan, one that reflects your financial situation and your family’s circumstances, and that benefits from excellent tax advice every step of the way.

After working with us on your family’s plan, you will:

  • Gain a clear and comprehensive picture of your finances,

  • Ensure that your partner is fully informed and involved in understanding the family’s financial situation,

  • Understand the tax and practical implications for your family members of receiving gifts or inheritances from you and your partner,

  • Make the most of all relevant tax reliefs available,

  • Consider any changes you might want to make now - such as lifetime gifts or adjusting your asset profile,

  • Gain a clear understanding of how your income and cashflow will evolve in the future, and

  • Build a lasting relationship with a trusted tax adviser who understands both your financial landscape and your family’s unique needs.

What a gift this would be for both you and your partner.

Imagine the peace of mind !

And then what happens ?

What’s the last step?

Your plan may involve making some changes now, such as downsizing your home or adjusting your asset profile.

We have a strong understanding of the legal and financial considerations of these decisions. We’ll handle the tax aspects of any agreed changes, and we’ll work closely with solicitors or financial advisers to see these changes through.

The last step is to formalise your plan by working with a solicitor. They will draw up wills for both you and your partner, along with any other necessary legal documents. We’ll collaborate closely with your solicitor to ensure that all legal documents accurately reflect your final plan, ensuring the process is as seamless as possible.

Why do you call this planning - Your Last & Greatest Gift ?

Because putting a thoughtful and well-considered plan in place and sharing it with your family offers them the greatest peace of mind.

You’ll have gathered all your financial affairs, made your intentions clear on the future division and management of your assets, and fully considered the future finances of your partner after you’re gone.

We know that your financial legacy matters to you. But equally important is your family legacy - the relationships you leave behind.

Creating a clear plan now can help minimise future conflict – so that your legacy is about wealth and about preserving strong family bonds.

And in the end, that’s the greatest gift of all.

Green floral decorative design on white background

When you’re looking for professional advice, it’s important to have a clear idea of potential costs. Our fees are tailored to your specific circumstances, ensuring you receive the right level of support.

We also know that this work is personal and that you need to have confidence in us so that you can trust us with your family’s information. That’s why we take a staged approach; to our process and to our fees.

Here's how our Last & Greatest Gift process works:

  • We’ll begin with an online meeting, so we can start getting to know each other. We’ll have a general and open discussion about your family, your assets, income and cashflow, and your concerns and wishes.

    Fee: €550 (VAT incl.)

  • After our meeting, we’ll work closely with you (and your other advisers) to gather all relevant information about your finances and your family. We’ll prepare a detailed written report with personalised tax advice and recommendations. Then we’ll have a follow-up meeting to go through everything.

    Fee: From €4,900 (VAT incl.)

  • We’ll work with you to adjust and finalise the plan so that it feels right for you. At this point, some clients ask us to attend a family meeting to outline and explain the plan to them. We’ll take care of the tax aspects of any changes to be made now and co-ordinate with your other advisers to make everything as seamless as possible.

    Fee: Tailored to your needs and discussed with you at the time.

  • Part of the peace of mind that comes from working with us is that we can take care of your annual income tax returns, as well as annual tax returns or reporting for a family partnership or trust.

    Fee: Tailored to your needs and discussed with you at the time.

Tom & Catherine, retired business people

Kerri has expertly guided us through a series of steps, including family investment and downsizing, and we are now relaxed and comfortable that we have put an overall plan in place that suits our family. 

We have built a great relationship with Kerri and really appreciate what we call the 'after-sales service', in other words, that she takes care of our family's annual tax returns and reporting.

We also know that, when the time comes, our family will know where to turn.