The aim is to maximise value and minimise risks for your departure from your business. It involves assessing your personal and financial goals, evaluating the business, and implementing strategies for sale, transfer, or succession.

Entrepreneur's Relief offers a reduced Capital Gains Tax (CGT) rate of 10% on qualifying business asset sales or shares in a trading company, up to €1 million over the owner's lifetime. To qualify, you must have owned the business or shares for at least three years and meet specific involvement criteria. This relief aims to stimulate your entrepreneurship and business growth by rewarding you for your investment and hard work.

If you’re planning your second life, Retirement Relief offers tax benefits by reducing or exempting Capital Gains Tax (CGT) on the sale of qualifying business assets or shares. To qualify, you must be aged 55 or older and have owned the assets for a specified period. This relief supports retirement planning by easing the tax burden on asset disposal, promoting business continuity, and facilitating succession planning.

Business Relief provides favourable tax treatment for transferring certain business assets or shares within families. This relief allows reduced Capital Acquisitions Tax (CAT), or inheritance tax, for eligible transfers such as shares in family-owned companies, partnership interests, or certain agricultural property. To qualify, both transferor and transferee must meet criteria, and assets must be used for qualifying business purposes. This Relief aims to aid family business continuity and growth by lessening the tax burden on asset transfers to the next generation.

Qualifying individuals can reduce Capital Acquisitions Tax (CAT), or inheritance tax, on farmland or farm asset transfers. To qualify, both transferor and transferee must meet criteria, and the property must be used for agricultural purposes for a specified period. This relief aims to sustain family farms and the agricultural sector by easing tax burdens on intergenerational transfers.

Before you take on a rental property, we will assess it to determine the value of the investment. We will help you review lease terms, advise on tax implications, integrate the property into your long-term financial plan, manage risks, and provide investment guidance to optimise returns, ensuring your decisions align with your financial goals.

As part of the Taney Advisory Group (TAG) you have instant access to legal services that offer support in estate planning, asset protection, tax strategies, business structuring, contract review, compliance, and dispute resolution. With this expertise and guidance on site, we can help you navigate complexities and safeguard your financial well-being.

As part of the Taney Advisory Group (TAG) you have instant access to mortgage services. We can assist with your financial assessment and our on-site experts can provide information on loan options, affordability analysis, pre-approval, long-term planning, tax implications, and refinancing strategies. Together we navigate the complexities of home ownership, ensuring your mortgage aligns with your financial goals.