Booking Information
Once you have booked your course the link to the recording will be available in your "My account" area.
Please be aware that you will have access to this course for 180 days from the date of purchase
Online courses cannot be booked on behalf of someone
else. Access will only be granted to the person completing the online order.
Who Should Attend?
This course was reocrded in April 2023 and is suitable for audit
professionals at all levels.
Who should attend
This course was reocrded in April 2023 and is suitable for accountants,
lawyers, wealth management advisors and other business professionals who are
involved in wealth management, trusts and tax advice. This course is for
participants from both the Republic of Ireland and the United Kingdom.
Course Overview
A Review of the Probate Process: An Accountant's Perspective (Ruth Higgins,
Gerrard L. McGowan Solicitors)
Only Two Certainties in Life: Death and Estate Taxes (Lauren Clabby, KPMG)
Issues Arising in the Revenue's Estate Clearance Procedures (Maura Conneely,
Revenue Commissioners)
UK Inheritance Tax Update and Cross Border Implications (Alan Gourley, Grant
Thornton)
Investment planning and risk management for assets in estates (asset type,
risks in the current market, investment planning for executors and beneficiaries
(Damian Cooper, Acuvest)
Retirement Income: Protection Strategies (Catriona Coady, Goodbody)
Key Learning outcomes
Understand and appreciate the key issues affecting wealth and income
protection today with a deep dive into Estate Administration and Clearance
Procedures.
Speaker Bios
Barry Kennelly - Barry is a Director, Tax and Wealth Structuring,
Financial Planning at Davy Private Clients.
Ruth Higgins - Ruth Higgins is a Partner with Gerrard L. McGowan
Solicitors based in North County Dublin practising in the area of Private Client
and advises on Capital Taxes, Wills, Probate, Trust and Estate planning. Ruth is
a past Chairperson and current member of the Taxation Committee of the Law
Society of Ireland, past Chairperson of the Tax Administration Liaison
Collections Committee (TALC Collections), past Chairperson and current member of
the Tax Administration Liaison Audit Committee (TALC Audit), an Associate of the
Irish Taxation Institute (Chartered Tax Adviser), and a Notary Public. Ruth has
recently been involved in the TALC Subgroup reviewing Non-Resident Vendor
Clearance Procedures and Clearance procedures for Estates.
Lauren Clabby - Lauren Clabby is a Director in KPMG Ireland's direct
tax group. Lauren has over 15 years' private client experience, specialising in
income tax, capital gains tax and capital acquisitions tax, and providing direct
tax advisory and compliance services to high-net-worth individuals. Lauren has a
BCL from UCD and is a chartered tax advisor (CTA). Lauren is a regular
contributor to the Irish Tax Review and lectures on personal tax matters.
Maura Conneely - Maura is the manager of the Business Taxes Systems
team in Revenue's Personal Division. The team's work includes delivering the
main annual business tax returns and a range of IT projects including etax
clearance, eCG50 and a range of other online developments. The team also
supports customers in registering for Revenue's myAccount which is the online
channel for PAYE taxpayers.
Sinead Fox-Hamilton - Sinead is a Law graduate and Fellow
Chartered Accountant who has enjoyed a diverse career spanning varied Finance,
Recruitment and Consulting positions. In her current role with Chartered
Accountants Ireland, she showcases the Chartered Accountancy profession,
supports career and professional development journeys along with working with
employers to implement relevant training and learning solutions to support
talent management. Sinead was noted in Northern Ireland's 'Top 40 under 40' and
'Top 20 Inspiring Women' listings and was also recognised for her 'Services to
Accounting and Finance' in the Northern Ireland Women's Awards. She is a past
winner of Chartered Accountants Ireland 'Chartered Star' competition.
Damian Cooper - Head of Private Clients and Investments. Acuvest.
Alan Gourley - Tax Partner, Grant Thornton (NI) LLP. Alan is a leading
UK Tax adviser with over 30 years' experience in the profession, industry and in
the public sector and advises High Net Worth Individuals and their families on
all aspects of wealth succession, business succession and structuring for
long-term growth. He is Chairman of the Chartered Accountants Ireland NI Tax
Committee, represents the Institute on the HMRC External Stakeholder Forum for
Wealthy individuals and is a member of the Advocacy and Representation Board of
the Institute.
Aodhán Deane - Aodhán Deane is a Tax Specialist within Wealth
Management in Goodbody and advises clients on a broad range of tax and financial
planning scenarios, from inheritance and succession planning to corporate
structuring and business exits. Prior to working at Goodbody, he spent 7 years
working with a Big 4 accountancy firm, providing tax advice to high-net-worth
individuals and their families. Aodhán is CTA and ACA. He has also delivered
inhouse tax training sessions and has lectured for STEP Ireland on tax
matters.
Catriona Coady - Catriona Coady is Head of Tax within Wealth
Management in Goodbody and is responsible for assisting clients in developing
and implementing their strategic financial planning, tax and investment goals.
She is adept in advising on investment and tax solutions covering succession and
retirement planning. Prior to working for Goodbody she spent over 20 years
working with big 4 firms providing tax advice to international and domestic
clients. Catriona is a CTA, TEP, CFP and a STEP Ireland Committee member. She is
a regular contributor to media on tax and financial planning related matters.
Contact us
If you have any questions regarding this or any other CPD course or
requirements, please feel free to contact the team here or call us at (+353) 01 523
3930
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