Tel: +353 (0)1 272 4130

Family Wealth Transfer

An important aspiration of many people is to pass on their wealth to their family in the most efficient way possible. This requires planning. Our role is to help you live the life that you want to live and achieve your financial objectives, which usually include wealth transfer.

This planning will identify choices that need to be carefully made between spending, investing and transferring your wealth. Careful consideration needs to be given to the timing of any transfer and the tax implications of doing so. There are legal matters to be considered too. We guide you through this process, helping you to identify the right wealth transfer strategy for you. Where necessary, we will also refer you to experts for specialist legal or taxation advice. The questions we help you to answer include,

  • Who do you want to transfer wealth to, and how and when can this be done tax efficiently?
  • How much money can you afford to transfer to loved ones during your life?
  • What legal and tax structures need to be put in place to ensure your wishes are carried out effectively?
  • What will your legacy be on death, and how can this be best achieved?

Wealth transfer is more effective when carried out over many years. We will help you to devise your wealth transfer strategy at the outset, and will then help you to effectively implement the strategy throughout your life and indeed upon your death.

If you would like to find out more about how we help our clients to transfer their wealth effectively, please give us a call.


The Financial Conduct Authority does not regulate Tax Advice, Qualifying Recognised Overseas Pension Scheme, Estate Planning.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.



OpesFidelio Ireland Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow

Tel: +353 (0)1 272 4130

OpesFidelio (Ireland) Ltd. - Company Number 158916 - VAT Number 6556916J

OpesFidelio Ireland Ltd. is an Appointed Representative of Aisa Financial Planning Ltd., which is authorised and regulated by the Financial Conduct Authority and registered as a branch with the Central Bank of Ireland (CBI).
The guidance and/or advice contained in this website is subject to UK & Irish regulatory regime.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at (UK) / (Ireland).

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