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Overview of Lifetime and Estate Planning

Speaker: Suzanne Parker
Location: Dundalk

In this review of essential taxation areas, solicitor and Chartered Tax Advisor Suzanne Parker will present on the following areas:

  • Wills and Lifetime Planning
  • Overview of Trusts
  • Taxation of Trusts
  • Discretionary Trusts
  • Capital Gains Tax computations
  • Capital Gains Tax reliefs
  • Capital Acquisitions Tax reliefs
  • Group Thresholds
  • Double Taxation relief
  • Wealth planning structures including partnerships and company reorganisations

Trainer Bio:
Suzanne Parker is a solicitor having qualified in 2014. She is a member of the Society of Trust and Estate Practitioners (STEP) Ireland having qualified as a trust and estate practitioner in 2017. She also qualified as a Chartered Tax Advisor (CTA) with the Irish Institute of Tax in 2018.
She trained and worked as solicitor in private client roles and inhouse in Dublin firms since 2011. Suzanne opened her own firm Parker Law in March 2019 in Waterford servicing clients nationwide.
Suzanne’s principal areas of wills, estate planning, trusts, administration of estates, enduring powers of attorney and tax. Her tax expertise and experience relates to private client capital taxes.

Key Event Details:

Venue: Crowne Plaza Dundalk
Time: 2pm - 5pm
CPD Credit: 3 hours

**By booking and attending our CPA Ireland Skillnet courses & webinars, you consent to your information being shared to the Skillnet Ireland reporting programme.

Make sure that you input your CPA member ID as the attendee when booking, as the CPD credit will not be automatically allocated to your account otherwise.

Member Cost: €75.00 

Non member Cost: €75.00 

Places Available: 4