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 Central Bank does not regulate Tax Advice, Qualified Recognised Overseas Pension Schemes or 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

We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.



Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.


OpesFidelio Financial Planning Ltd is regulated by the Central Bank of Ireland.

OpesFidelio Financial Planning Ltd (Company No 456044) is a wholly owned subsidiary of OpesFidelio Ireland Ltd (Company No 158916).

OpesFidelio is a trademark used under licence.