C
T
S
C
T
S
CTS

Estate and Inheritance Planning

CTS advises and puts in place the best solutions for individual asset transfers, ensuring that assets are passed on to the next generation in the most tax-efficient manner.

CTS in Action - Case Study

01

Background

CTS were asked to advise on a sizeable estate with assets in USA, UK and Ireland and beneficiaries resident throughout the world.

02

CTS Actions

  • Reviewed double tax treaties between Ireland, the US & UK.
  • Determined domicile of deceased and related tax position for beneficiary.
  • Liaised with US Executor and corresponded with US Probate Office.

03

Outcome

CTS secured CAT, CGT and Income Tax clearance for the estate in Ireland, minimising inheritance tax and ensuring final distributions to beneficiaries in a tax-efficient manner.

Subscribe to our newsletter