Private Client

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The Arthur Cox Private Client Group provides a comprehensive legal and taxation service in a wide variety of areas relevant to the individual needs of its clients. This service utilises the considerable experience and expertise of its private client practitioners to focus on the requirements of our Irish and international clients and includes advice on wealth management issues for both lifetime and on death disposals of assets. As well as focussing on their current issues we also help clients to plan for changes in their personal circumstances and those of their dependants.

Contacts

Anne Corrigan
anne.corrigan@arthurcox.com 

Edel Hargaden
edel.hargaden@arthurcox.com 

We provide private client services for our clients in the following areas:

  • Wills
  • Estate Planning
  • Trust Formation, Administration and Dissolution
  • Powers of Attorney (both Ordinary and Enduring)
  • Ward of Court Applications
  • Tax Planning (including lifetime and on death disposals)
  • Administration of Estates
  • Probate and Trust Litigation
  • Charities (establishment and administration)
  • Charitable Trusts
  • Heritage Property

Partners

Conor Hurley   

The Practice

The Belfast Private Client team have a wealth of experience in advising a diverse private client base, which includes high net worth individuals, elderly clients and property developers. The team work in tandem with other professionals including financial advisers and accountants to provide bespoke structures to protect personal and family wealth. We can offer advice to clients who have assets in another jurisdiction providing convenience and simplicity in managing their affairs.

Expertise

We deliver progressive and practical advice which will be tailored to our clients’ specific needs and wishes. Our areas of expertise include:

Trusts

Advising clients on the tax benefits of various types of trusts and preparing trust documents.

Administration of Estates

Acting on behalf of Executors in the administration of Estates, preparing all documentation to transfer assets to beneficiaries and arranging for any inheritance tax to be paid to HM Revenue & Customs.

Wills

Providing a tailored Will for clients which will ensure their Estate is administered in accordance with their wishes.

Tax Planning

Advising clients on their potential exposure to inheritance tax and arranging for a restructuring of their affairs to mitigate any tax that would become due on their Estate.

Charities Law

Advising clients on the process for creating a Charity and obtaining charitable status. Preparing the necessary documentation to set up the structure of the Charity.

Enduring Powers of Attorney and Controllership

Advising clients who wish to appoint someone to deal with their affairs in the event that they become incapacitated. Arranging for the appropriate document to be prepared and registered in the High Court if necessary.

Long Term Care

Providing advice on planning for long term care and implementing strategies to protect assets which will frequently be sold to pay for care fees. 

Residential Property

Acting for clients (i.e. individuals and property development companies) in the acquisition and sale of properties / development sites. Advising clients on the most tax efficient way to hold property.

People

Rowan White