29 The Rise, Mount Merrion, Co Dublin, A94 F544

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29 The Rise, Mount Merrion, Co Dublin, A94 F544

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Private Clients


● You need proactive financial planning, not just tax filing.
● Your accountant needs to have experience handling complex wealth and investment portfolios.
● Dealing with lawyers, bankers, and wealth managers needs to be seamless.

Protecting your wealth

Private clients and High Net Worth Individuals require a particular skillset to help them protect and grow their assets so they will endure for the benefit of future generations.
We have a dedicated team of experienced professionals who will work with you and your family to help ensure you understand the economic and tax consequences of implementing investment, business structure and wealth transfer strategies.
We are committed to first focusing on your goals and the business, financial and personal issues that shape them. Then, we work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs.

a little reassurance

Illustration

Cathal represents Ireland on the ACCA's* Global Council

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 Tax Advisory Firm of the Year 2024 at the Irish Enterprise Awards

Illustration

Cathal receiving the ACCA* Accountant of the Year Award

Illustration

Proud members of MSI International Global Alliance

* ACCA, The Association of Certified Chartered Accountants

FAQs

Private Clients

  • Legal requirements – Accounting & auditing, taxation.
    Economic requirements – business address, details of employees, sales transactions documentation.
    Employment requirements – Employment contracts, payroll, social security, visa and work permits.

  • As an individual in Ireland, you may be liable for:
    Income Tax, Capital Gains Tax (CGT), Capital Acquisitions Tax (CAT), LTP.

  • Common tax credits and reliefs you might be eligible for include:
    - Personal Tax Credit (€1,875 in 2025 for single individuals).- PAYE Credit ( if you’re employed).- Earned Income Credit (if self-employed).- Medical expenses relief.- Tuition fees relief.- Home Carer Credit.- Pension contributions.- Rent Tax Credit (up to €750 in 2025).

  • - Maximise pension contributions.- Invest via EIIS (Employment Investment Incentive Scheme).- Tax efficient savings and investment structures.

a little more reassurance

Illustration

Proud members of MSI International Global Alliance

Illustration

Cathal represents Ireland on the ACCA's* Global Council

Illustration

 Tax Advisory Firm of the Year 2024 at the Irish Enterprise Awards

Illustration

Cathal receiving the ACCA* Accountant of the Year Award

* ACCA, The Association of Certified Chartered Accountants

a little more reassurance

Illustration

Proud members of MSI International Global Alliance

Illustration

Cathal represents Ireland on the ACCA's* Global Council

Illustration

 Tax Advisory Firm of the Year 2024 at the Irish Enterprise Awards

Illustration

Cathal receiving the ACCA* Accountant of the Year Award

* ACCA, The Association of Certified Chartered Accountants