Wills, Probate and Trusts

Learn how international inheritance laws affect families when a loved one dies abroad. Expert guidance on cross-border estate planning and legal protection.

When Tragedy Strikes Abroad: Understanding International Inheritance Law

The unexpected death of a loved one is devastating enough. When it happens in a foreign country, families face the added complexity of navigating unfamiliar legal systems whilst grieving. Claire Tuohy, solicitor, examines the details of a recent case highlighted in The Irish Times which illustrates just how complicated international inheritance law can become—particularly when […]

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Learn how the €200,000 tax-free pension lump sum cap works across multiple schemes in Ireland and abroad. Expert guidance on pension tax planning.

Understanding Tax-Free Pension Lump Sums: A Complete Guide

Pension lump sums represent one of the most valuable tax advantages available to Irish savers, yet many people remain confused about how these benefits work—particularly when they have multiple pension schemes. Whether you’re approaching retirement or planning ahead, understanding the rules surrounding tax-free lump sums can help you make informed decisions that maximise your retirement

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Discover key takeaways from the Connolly estate case, highlighting how meticulous estate planning can resolve disputes, ensure fair asset distribution, and simplify administration.

High Court Highlights Importance of Proper Estate Planning

When it comes to managing estates, clarity and foresight are essential. A recent High Court ruling in Ireland has highlighted this need by resolving disputes over the estates of a deceased Foxrock couple, Elizabeth and Matthew Connolly. This case underscores how meticulous estate planning can prevent disagreements among beneficiaries and ensure a smoother administration process.

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Ensure your family's future is protected with expert estate planning, wills, and trusts services from HOMS Assist. Benefit from tailored advice and maximise tax efficiencies.

Understanding Irish Inheritance Tax Categories for Blended Families and Beyond

Navigating inheritance tax in Ireland can be complex, especially for those in blended families or non-traditional relationships. The rules surrounding tax-free thresholds are not always straightforward, and misunderstanding them can lead to unexpected costs at a challenging time. Whether you are planning your estate or preparing to receive an inheritance, understanding how these thresholds work

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Learn how Irish inheritance tax applies to US bequests. This guide covers Irish CAT, double taxation treaties, and strategies to minimise tax liability on cross-border inheritances.

Irish Inheritance Tax on US Bequests: Your Complete Guide

Receiving an inheritance from a US relative can bring unexpected tax complications for Irish beneficiaries. The intersection of Irish Capital Acquisitions Tax (CAT) and US federal estate tax creates a complex web that requires careful navigation to avoid unnecessary financial burdens. Many Irish residents assume that gifts or inheritances from overseas relatives are automatically tax-free

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Learn about capital gains tax implications and Fair Deal scheme effects when selling your mother's house. Expert guidance on property sales and nursing home care.

Selling Your Mother’s House: Capital Gains Tax and Fair Deal Implications

When your mother has been in a nursing home for several years and you’re considering selling her house on her behalf, understanding the tax implications and potential impact on her Fair Deal payments is crucial. Many families find themselves in similar situations, balancing the practical need to sell an empty property with concerns about financial

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Want to leave money to a good cause in your will? Learn how to easily create a lasting legacy for the charities you love. Expert tips and advice included.

Planning to Leave Money to Charity in Your Will? Here’s How to Do It Right

Making a difference can be as easy as planning ahead. Many people wish to support causes close to their hearts, yet day-to-day financial pressures make regular donations challenging. Including a charitable gift in your will is a thoughtful way to contribute, and it allows you to create a lasting legacy without affecting your current lifestyle.

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Discover how parents can gift €400,000 tax-free to children and the advantages of giving during their lifetime. Learn about inheritance and tax rules in Ireland.

Is It Possible to Gift €400,000 Tax-Free to Each of Your Children?

Navigating the complex world of finances and inheritance taxes can leave many parents with lingering questions about the most effective way to gift wealth to their children. A pressing concern for many is whether it’s possible to gift €400,000 tax-free to each child during their lifetime. The short answer? Yes, it is possible, but as

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