What is Intergenerational Wealth Transfer

If after death, the beneficiaries of your estate receive sums in excess of the Thresholds for Capital Acquisitions Tax (CAT) purposes, Inheritance Tax will be payable.

The sense of loss of a loved one can have a severe impact on families and while Financial Planning can’t lessen the loss, it can reduce the tax bills associated with inheritance.

Please click on link for Options & Saving for Gift Tax

 

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