- Tax Refunds Made Easy - cat

By: Irishtaxback  05/12/2011
Keywords: tax, Capital Gains Tax, Inheritance Tax

Capital Acquisition Tax ('CAT') is the offical name for Gift or Inheritance Tax.

We advise on all aspects of gifts and inheritances tax. We can assist in preparing returns and planning the transfer of wealth to the next generation.

We work with our clients to devise a strategy whereby assets can be passed to successors in a tax efficient manner without impacting on the objectives of the client. We have considerable experience in relation to appropriate reliefs such as business and agricultural reliefs. Our strategy takes into account potential charges under other tax heads (e.g. capital gains tax and stamp duty).

Our services include:
  • Listening to our client’s personal wishes with regard to the distribution of assets. This is the most important step in the planning phase and we work our tax solutions around our client’s personal wishes.
  • Preparing initial computations of the likely tax liabilities attaching to the assets of the estate and identify assets that qualify for reliefs.
  • We can provide recommendations/advice to our clients on options available to them to minimise future inheritance tax liabilities through actions during their lifetime.  This would involve changing uses of assets, restructuring and the transferring of assets.
  • We then assist our clients in preparing their Wills with their solicitors to ensure that it is drafted in a tax efficient manner to allow the next generation options post-death.

Keywords: Capital Gains Tax, Inheritance Tax, tax, Tax Refunds

Other products and services from Irishtaxback


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We liaise directly with the client to ascertain what we can do for them in the most timely and effective manner; to realise a solution that is relevant to their individual situation and to provide the best advise possible. We focus first and foremost on the needs of our clients, all the time ensuring that we assist them to the best of our capabilities.

05/12/2011 - Tax Refunds Made Easy - income

Reviewing business plans for start-up businesses and advising on preferred structure for new businesses to ensure that income tax liabilities are minimised. We provide an efficient tax compliance service that focuses on providing early notification of deadlines and of the information required to file returns.

05/12/2011 - Tax Refunds Made Easy - cgt

Providing pre-disposal planning to clients to identify planning opportunities with a view to maximising the availability of retirement relief, principal private residence relief, capital loss relief, transfer of a site from parent to child, transfer of assets between spouses and other reliefs.

05/12/2011 - Tax Refunds Made Easy - corp

Advise clients on tax aspects of moving assets within groups of companies and maximising the availability of corporation tax, capital gains tax and stamp duty group relief. We provide our corporate clients with a range of compliance and consultancy services aimed at minimising annual corporation tax liabilities. Ensure that full benefit is obtained for tax deductible items, including capital allowances and interest paid.

05/12/2011 - Tax Refunds Made Easy - revenue

Liaising and discussing technical taxation issues and related matters with Revenue throughout the audit process. We have extensive hands on experience of dealing with all Revenue departments on behalf of our clients. Review of clients tax records prior to Revenue audits to identify potential areas of liability. Assisting with preparation of Qualifying Disclosures of tax liabilities.