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Inheritance Planning

Inheritance Planning in Sligo

Are you planning to leave assets to loved ones and others after your death? It’s important to plan for this situation to ensure your wishes are followed. We can help at Neptune Financial with the inheritance planning service that we offer in Sligo. To speak to a member of our team, please contact us today to arrange a consultation.

Inheritance Planning in Sligo

How We Can Help with Inheritance Planning

There are things you will need to do to plan for what will happen to your estate once you are gone. This includes deciding who will be the beneficiaries of your assets and how those assets will be divided up. Your decisions then need to be formally expressed in a will. We can help with this process, providing any advice that you need.

How We Can Help with Inheritance Planning

Tax Planning

The main area where we can help in relation to inheritance planning is tax. The first step is to understand whether there will be a tax liability for the beneficiaries of your assets. This sort of tax liability can put your loved ones under financial strain, so we can put in place an insurance policy or savings plan to help protect against this. Get in touch with us today to find out more.

Tax Planning