with Geraldine Beattie,  Tax Director, TRA Professional Services 

In this 1.5 hour session, Geraldine will look at the various relief’s available to pass wealth to next generation.

Content to include:
 

• Retirement Relief
• Entrepreneur Relief 
• Business Relief and Agricultural Relief 
• Work through Examples
• Clawbacks

Geraldine provides tax advisory services to owner-managed businesses and high-net-worth individuals.   

Geraldine has extensive experience in succession planning, advising families on the transfer of businesses and wealth to the next generation.  She is recognised for her expertise in the application of capital tax reliefs – retirement relief, entrepreneur relief, agricultural relief and business property reliefs.   She provides tax support services in this area to a range of legal firms covering capital taxes, estate planning, trusts, Revenue audits and investigations. 

Geraldine provides CPD and training support to various organisations including the Association of Chartered Certified Accountants, Chartered Accountants Ireland and Athlone Institute of Technology.  She represents the Irish Tax Institute on the ITI/Revenue Branch Network.

Professional qualifications and memberships
Geraldine is a Fellow of the Association of Chartered Certified Accountants (FCCA), a Chartered Tax Advisor(AITI), and a Trust and Estate Practitioner (TEP).  She is a graduate of Athlone Institute of Technology.

Geraldine is actively involved in her community, holding senior positions in various voluntary and sporting organisations.