Estate Planning


Why would I need Estate Planning?

Estate planning is an extremely effective method of transferring wealth from one generation of a family to the next. It is a way of proactively minimising potential inheritance tax burdens through proper financial planning.



Many clients never realise that there may be a tax burden on their death left for their families and it is often too late when they do. Proactive estate planning can save families thousands from a financial perspective and as importantly can substantially reduce emotional pressure on families at an extremely difficult time.


At Pegasus Financial Consultancy we will work closely with your other professional advisers such as your solicitor and tax consultant to ensure that your estate is protected in the most tax efficient manner possible.

This is crucial to ensure that a well thought out plan is implemented for the successful transfer of asset either in your life time or on your death.


  • Married couples with no children.
  • Clients with assets such as life cover, property and investments.
  • Clients with only one child.
  • Business Owners.
  • Clients expecting inheritances or gifts.
  • Grandparents who are trying to pass assets to grandchildren.
  • Clients who are divorced.


Our firms is built around the clients that we advise. We promise to always work in your best interest and to be transparent in all our dealings with you.







WHAT'S THE NEXT STEP?


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  • Pegasus Financial Consultancy
    Waterfront Business Center
    No. 5 Lapps Quay
    Cork