Exit your business on your terms — not the taxman's.
Whether you're selling to a third party, passing to family, or winding down, the structure you choose in the years before you exit decides how much you keep. We plan it early, so the reliefs are still on the table when you need them.
What we cover
The Irish reliefs that decide your net proceeds
Retirement Relief, CAT thresholds, Business Relief and Entrepreneur Relief can each be worth six or seven figures — but only if your shareholding, working role and timing line up. We map the qualifying conditions to your situation.
Retirement Relief (CGT)
Full relief on qualifying disposals up to age 70 — and the new tapered cap from age 55. We model both the family-transfer and third-party-sale routes.
CAT Business Relief
90% reduction in the taxable value of relevant business property passing to the next generation — and the conditions that quietly disqualify it.
Entrepreneur Relief (CGT)
10% rate on lifetime gains up to €1m. We check working-time, shareholding and trade-test conditions before you commit.
Group structures & holding companies
Re-organising shares, separating trading and investment activity, and pre-sale extractions — sequenced so reliefs still qualify.
Family transfers
Gifting shares to children using CAT Group A thresholds, Business Relief and Dwelling House Exemption — without triggering CGT clawbacks.
Personal financial plan post-exit
Turning a one-off lump sum into a lifetime income — pensions, ARFs, investment structures and protection.
How it works
A simple, structured process
- 1
Discovery
We map your shareholding, trading history, family situation and timeline. Free initial consultation.
- 2
Relief audit
We test which Irish CGT and CAT reliefs you currently qualify for — and which ones a small structural change could unlock.
- 3
Exit blueprint
A written plan with options, tax modelling, and the actions required in the years before exit.
- 4
Implementation
We coordinate with your accountant and solicitor to put the structures in place and keep the plan on track to exit day.
Next step
Three years out is the right time to start.
Most reliefs require qualifying conditions to be met for a period before sale. The earlier we plan, the more options you keep.
Book your appointment →- Qualified, independent advisors
- No obligation discovery call
- Clear written recommendations
- Bookings via our mobile wallet app