Services - Alan Lyons Tax

OUR SERVICES

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Alan Lyons Chartered Tax Advisers offer a wide range of services from personal tax planning to incorporation, to name but a few.
Get in touch today to see which one of our services best fit your needs.

FARM AND BUSINESS TRANSFERS

CAT - Agricultural Relief

Early succession planning is vital in order to secure a tax-efficient transfer of an individual’s business or farming assets. Our extensive experience allows us to identify the financial, taxation and personal issues that arise when you transfer an enterprise. We assess the options and offer practical solutions and guidance.

There are significant Irish Capital Tax implications on the transfer of a business or farming enterprise. We will assist you in determining the most appropriate terms of transfer as we liaise closely with your solicitor to ensure legal rights and minimise taxes by obtaining all relevant reliefs.

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FAMILY BUSINESS PROFESSIONAL ADVICE

Efficient Cash Extraction

Irish family business is the lifeblood of our economy. We assist in devising tax efficient exit strategies for the disponer with a view to extracting a tax efficient solution and ensure the smooth succession of an individuals business.

We can assist you minimise risk by advising on key aspects of strategic planning involving remuneration, expansion, financing, and transfer of ownership. The long-term tax efficient growth of family businesses is a central function of our comprehensive succession planning service.

PERSONAL TAX PLANNING

Succession

For personal tax clients, we provide a comprehensive range of tax planning and consultancy services. and advise clients on all taxation heads including Income Tax, Capital Gains Tax, Capital Acquisitions Tax, VAT and Stamp Duty.

Our personalised service allows us to understand our clients’ long-term goals and then assist them in arranging their affairs in the most tax-efficient manner.

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ESTATE PLANNING

Capital Tax Reliefs

A life-time’s accumulation of assets can be threatened by the absence of a will or a poorly constructed or outdated will.

Tax thresholds and capital tax relief and exemptions can change regularly, therefore, regular reviews help ensure your estate plan reflects current legislation.

Estate planning is fundamental to preserving your wealth and ensuring it passes on to your successor in the manner you choose. Whatever your objectives, we deliver a confidential service designed to protect your assets by preparing a tailored tax-efficient strategy.

For an existing will, we can advise on revisions and amendments to account for any changes in family or financial circumstances.

CAPITAL GAINS TAX

CGT Reliefs

Capital Gains Tax is triggered on the disposal of capital assets. Our experience allows us to quickly identify the most appropriate structures with respect to an efficient disposal in order to secure any possible relief.

We assist our clients to mitigate Capital Gains Tax payable. Our expertise is in identifying and utilising all legitimate means of minimising Capital Gains Tax.

Private clients use our services to manage the crystallising of capital losses to offset against future capital gains, seek advice with respect to Retirement Relief and all Capital Gains Tax reliefs.

We assist clients in identifying commercial assets that qualify for Entrepreneur Relief from Capital Gains Tax.

Our team of advisers can recommend the efficient transfer of assets to the next generation operating relevant reliefs and exemptions in a timely manner.

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INCORPORATION

Sole Trade to Company

The decision to incorporate involves a careful review of a client’s personal, financial and business circumstances.
Incorporation may reduce your current exposure to tax by maximising business profits liable to the 12.5% corporation tax rate. We can advise on the optimum means of converting an existing sole-trade to a limited liability company.