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Aims & Objectives: To inform Business Owners about the tax planning opportunities available to themselves with regards to inheritance tax and the transfer.

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Presentation on theme: "Aims & Objectives: To inform Business Owners about the tax planning opportunities available to themselves with regards to inheritance tax and the transfer."— Presentation transcript:

1 Aims & Objectives: To inform Business Owners about the tax planning opportunities available to themselves with regards to inheritance tax and the transfer of family wealth. To identify how with careful and considered tax planning there is significant scope for tax savings. With Capital Acquisitions Tax and Capital Gains Tax at 33% and Income Tax (including PRSI and USC) as high as 55% it is important to be aware of all tax planning opportunities. This seminar will allow participants increase their knowledge of the available tax reliefs in this area Topics Covered Capital Gains Tax -Retirement Relief -Company purchasing it’s own shares Capital Acquisitions Tax -Business Property Relief -Agricultural Relief -CAT on transfer of Pension Funds / ARF’s Questions & Answers Speakers: Jim Doyle, ACMA, QFA, CGMA Michael Coburn, BBS, QFA, FLIA George Skelton, CTA,ACA,MBA Registration: If you would like to attend this free seminar, kindly phone Wexford Chamber on or RDA Accountants Ltd. Trading as RDA Wealth is regulated by The Central Bank of Ireland Tax Reliefs Available & How They Might Benefit You & Your Business When Transferring Family Wealth Date: 25 th February 2015 Time: Registration 5.15pm; seminar start 5.45pm – 6.45pm Venue: The Farmer’s Kitchen, Rosslare Road, Drinagh RDA Accountants Limited

2 Speaker Profile Jim Doyle ACMA, QFA, CGMA- Senior Partner Jim has more than 20 years of experience supporting and advising business owners on all aspects of their business. Whether it be money saving tax strategies, tactics for increasing profits, negotiating deals with banks, business re-structuring or investment advise, Jim uses a practical and commercially aware approach with every client Jim is especially committed to assisting business people to agree and achieve simple goals for themselves and their business using a combination of tax planning, business advice and investment strategies. Michael Coburn BBS, QFA, FLIA – Financial Services Manager Michael is a QFA (Qualified Financial Advisor), FLIA (Fellow of the Life Assurance Association of Ireland) and LCOI (Licentiate of the Compliance Officers of Ireland).Working in the Financial Services arena since 2005 has allowed him to gain a solid understanding of the finer points of Revenue law when it comes to making the most out of your Pensions and Investments, Lifetime Financial Planning and also how to best navigate the complex world of investments and pension funds. George Skelton CTA, ACA, MBA - Senior Tax Manager George Skelton is a Chartered Accountant and Qualified Tax Consultant with experience providing accounting and tax services to individuals, small and medium sized companies, charitable organisations and large multinationals. He obtained a Masters in Business and Accounting before completing all professional exams for the Irish Taxation Institute and the Institute of Chartered Accountants Ireland during his time with PricewaterhouseCoopers. He has also worked with Grant Thornton Ireland as a Tax Specialist before returning to Wexford to take up a similar role with RDA Accountants Limited. His areas of expertise include succession planning, corporate and group restructuring and tax efficient cash extraction. Visit us at Tel: RDA Accountants Limited trading as RDA Wealth is regulated by the Central Bank of Ireland


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