Taxation
Tax planning, Revenue audits, succession and estate planning, CGT, CAT and tax-efficient investment, protecting what you have built.
Tax advice that protects what you have built
Good tax advice keeps more of your money working for you, legitimately and with confidence. As chartered accountants and tax advisors in Mullingar, Longford, Trim and Athlone, we help businesses, families and individuals understand their tax position, plan ahead and deal with Revenue when it matters.
Tax in Ireland rarely stands still. Rates, thresholds and reliefs change from year to year, and the gap between a well-planned decision and a rushed one is measured in tens of thousands of euro. Our job is to make sure the tax consequences of a decision are understood before it is made, not discovered afterwards.
How we work with you
We start with where you are: your business, your assets, your family circumstances and your goals. From there we build advice around your situation rather than a generic checklist. We explain the options in plain language, set out the numbers clearly, and let you decide with the full picture in front of you.
Because we also handle the day-to-day compliance taxation, income tax and corporation tax work, your planning and your filing stay joined up. There is no gap between the adviser who recommends a structure and the team who has to make it stand up to Revenue scrutiny.
Our taxation services
- Tax review, a thorough look at your current position to find reliefs you are missing and risks worth addressing before they grow.
- Tax planning, forward-looking, fully compliant planning for individuals, company directors and business owners.
- Revenue audits and investigations, calm, experienced representation if Revenue comes knocking, protecting your position throughout.
- Succession and estate planning, passing on your business, farm or wealth to the next generation tax-efficiently.
- Capital gains tax planning, structuring the disposal of assets to make full use of CGT reliefs and exemptions.
- Capital acquisitions tax planning, gift and inheritance tax planning that protects family wealth using CAT thresholds and reliefs.
- Company reorganisations and amalgamations, tax-efficient restructuring with Revenue clearance where it is needed.
- VAT on property, specialist advice on Ireland’s notoriously complex property VAT rules.
- High net worth individuals, discreet, joined-up tax and wealth planning for individuals and families.
- EIIS and tax-saving schemes, making the most of Revenue-approved investment reliefs.
A few things worth knowing
Ireland’s headline rates are well known: a 12.5% trading rate of corporation tax, 33% on capital gains, 33% on gifts and inheritances over the relevant CAT threshold, and a 23% standard rate of VAT. The detail is where the planning lives: thresholds, bands, credits and deadlines change regularly, and many reliefs come with strict conditions and timing rules. We keep on top of the current position and confirm the figures that apply to your year before you act.
Local advisers, national reach
Whether you run a manufacturing business in Athlone, a farm in Longford, a professional practice in Trim or a growing company in Mullingar, you get experienced advisers who understand the local market and the wider Irish tax system. Our partners and senior staff are directly involved in advisory work, so you deal with people who know your file.
If you are weighing up a sale, a gift, a retirement or a restructuring, or you simply want to know whether you are paying more tax than you need to, talk to us first. Book a free consultation at one of our four offices, and we will help you plan with confidence.
Taxation
Taxation services
Explore every taxation service we provide for businesses and individuals across the Midlands.
FAQs
Frequently asked questions
Do I need a tax advisor or will my accountant handle everything?
Routine compliance, filing your Form 11, CT1 or VAT returns, is part of our day-to-day accountancy work. Tax advice is different: it looks ahead at decisions like selling a business, gifting assets, restructuring or investing, where the right structure can make a substantial difference to what you pay. We bring both together so your compliance and your planning pull in the same direction.
Which taxes can you advise on?
We advise across the full range of Irish taxes, income tax, corporation tax, capital gains tax (CGT), capital acquisitions tax (CAT, which covers gift and inheritance tax), VAT including VAT on property, and stamp duty. We also handle Revenue audits and investigations, and we work with clients on succession, retirement relief and tax-based investment schemes such as the EIIS.
When is the best time to start tax planning?
Earlier than most people think. Many of the most valuable reliefs, retirement relief, business and agricultural relief, CAT thresholds, reward planning carried out over years, not weeks. If you are thinking about selling, retiring, passing on a business or making a significant gift, talking to us well in advance gives you the most options.
Where are your tax advisors based?
We have offices in Mullingar, Longford, Trim and Athlone, and we act for businesses and individuals throughout the Midlands and across Ireland. You can meet us at whichever office suits you, or talk things through by phone or video.
Get in touch
Let’s talk about your business
Book a free, no-obligation consultation with one of our chartered accountants. We listen first, then show you exactly how we can help.