Speaker: Geraldine Beattie, RSM Farrell Grant Sparks

Geraldine Beattie is Senior Tax Manager in RSM Farrell Grant Sparks based in the Longford office. She specialises in Capital Taxes, Estate Planning and Revenue Investigations. Geraldine represents ITI on the BMW Branch Network. Geraldine is a member of ACCA, an AITI Chartered Tax Advisor and a member of STEP (Society of Trust and Estate Practitioners).

Topic Outline:

• CAT & CGT reliefs for retirement and succession
• Family Farms – Succession: Incorporation of farm businesses
• Lifetime transfers