Wealth Management

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard- earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At Fahey & Walsh we are experienced in estate planning and in conjunction with your solicitor can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist you and your solicitor with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets – Valuations, inventories, and appraisals
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Rental Property

At Fahey & Walsh we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

  • Reviews of lease agreements
  • Taxation Advice on property
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

  • Revenue returns
  • Financial position
  • Potential growth

Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

The services we offer include:

  • Preparing and executing the vital documentation required for trust formation
  • Attending to the special requirements involved in reporting for trusts
  • Completing the trust administration:
    • Minute-keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Income distribution

Contact us to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!