CPDStore Ireland

Ian uses scenarios which show how ‘Financial Planning’ can be used to distribute wealth among family, both spouses and children.

Of particular focus is ‘Estate Planning’ and how death can have unintended consequences for a family’s wealth.

• Some risks to family wealth when a business owner dies. – What can be done to mitigate the risks?
• What planning opportunities arise when a spouse is included in the business?
• “Where there’s a Will..” - The importance of updating Wills.
• Passing Wealth onto 2^nd and 3^rd generation.
• Section 72 – Is it a cost or an asset?  Changing perspective on sheltering tax