Pensions, Investments & Life Cover

The firm has been providing advice in the Financial Services space for over 30 years.

Harney Nolan Business Advisors ULC t/a Harney Nolan is regulated by the Central Bank of Ireland

We specialise in:

Pensions
Investments
Income Protection
Financial Planning

The following are some of the firms we partner with :

Planning for the Next Generation

Passing on your business to the next generation or selling to third parties are matters to be planned properly in order to avoid tax pitfalls.

At Harney Nolan, we have extensive experience in these areas and work closely with our clients to have a plan in place before the time comes to make this transition.

What is Estate and Succession Planning?

The main purpose of estate planning is to ensure that in the event of your death or incapacity due to illness your assets will go to the persons or organisations you have chosen with as little delay and costs as possible.

If you own a business, this business has probably provided for you, your family and your employees for a number of years. You may wish for one of your children or a key employee to take over the business from you. If no solid written and a well thought out plan is in place this may not happen.

Overlooking succession and estate planning can create conflict among family members, a sense of unfairness, business decline or failure or a troubled retirement.

Succession and Estate planning should not be ignored and should be part of your businesses overall future strategy. Neglecting this area can lead to an exposure to capital taxes for your loved ones that could be prevented or minimised with some careful planning.

We aim to work with our clients to identify what their future wishes are for their business and their family and create a plan that will involve the tax efficient transfer of ownership in years to come.

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Call us today to make an appointment to visit us at our office or email and one of our friendly team will get back in touch as soon as possible.