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A LASTING LEGACY:

GUIDE TO INHERITANCE
AND ESTATE PLANNING IN IRELAND

Our 2025 guide to inheritance and estate planning contains the essential information you need to consider as part of a successful and impactful inheritance plan.

The key considerations are summarised in this interactive article and the full guide is available to download as a pdf using the form below.

01

Introduction –
Catriona Coady

Inheritance planning is one of the most important steps you can take to support and protect your loved ones.

02

What is
Inheritance Tax?

Understanding taxation is the starting point for gift and inheritance planning.

03

Key Exemptions
and Reliefs

There are a number of important exemptions and reliefs to be aware of

04

The importance
of Valuation Dates

Being aware of these dates can greatly help when formulating inheritance plans.

05

The value
of making a plan

From a financial planning perspective, a simple first step is pulling together a list of assets and liabilities

06

Structured
Giving

There are a number of ways you can provide to children or grandchildren in a structured way.

07

The Importance
of Making a Will

One of the main reasons for making a will is that it provides a set of instructions for the transfer

Make the
right move.

For financial advice, talk to the real experts. Talk to Goodbody.

DOWNLOAD THE FULL GUIDE

A Lasting Legacy: Guide to Inheritance and Estate Planning in Ireland

The guide contains all the essential information you need to consider when creating an effective inheritance plan.

Enter your details to download your copy today.