Category Archives: Tax Tips

Gift & Inheritance Tax Tips

Mother and daughter embracing

I’ll look at some gift and inheritance tax tips this week as this is fresh in my mind. My mind is only recovering now and was less than fresh earlier in the week. I was at All Together Now over the weekend and it was just brilliant. It has taken a few days to get

Maintenance Payments to a Spouse and Children

Fighting his case before a judge

This week I will talk about maintenance payment to a spouse and children. I’ll introduce you to a fictional character called Pat Choi. This blog is based on a recent  Tax Appeals Case  that Pat brought against Revenue. Let’s look at The Appeal Background Case for Pat Case for Revenue Outcome Lessons Learned The Appeal

Tax Implications of an Inheritance

Farmer at harvest time

I’m going to look at the tax implications of an inheritance from Uncle Pat. A case like this crossed my desk a few weeks ago. It was interesting for the taxes involved, and also for the work the executors had to do. While there was inheritance tax, there were other taxes too, like VAT and

Company and Personal Taxes

hand in hand

It’s the time of year when I see a lot of company and personal taxes interlink. This interaction can have both positive and negative results for the client. Sorting out a company tax issue can lead to a tax liability for the owner. It’s not all negative, though, as you’ll see how a bonus in

Property Sale and no CGT

WOMAN IN SHOCK

I am going to talk about a property sale, and no Capital Gains Tax [CGT] was paid. This was a case that came before the Tax Appeals Commission. It’s a very interesting case for people who are interested in the basics of CGT. I’m not saying that there was no CGT liability. This is what

Topical Tax Issues

Solar panels

I’ll look at some topical tax issues we have seen in the first quarter of 2026. These relate to 2025 tax return work for clients and include Split Year Treatment Landlord Tax credit for non-residents and Microgeneration profits Summary We did some training on these and other issues. In two cases, we interacted with Revenue.

Corporation Tax Tips for 2026

Corporation Tax tips for 2026

This corporation tax tips for 2026 blog is for owner-directors of a company. It’s to make you aware of some of the tips and traps to avoid. All with the idea of saving tax and keeping on the right side of Revenue. These things are important, and it’s good to know about them to discuss

VAT Tips

Girl cyring

This week, I’ll give you some VAT tips. I was thinking about how I’ll make VAT sound exciting. And what about a song that would jazz up the blog a bit? I found a song, but the exciting bit is a stretch. And you’ll have to be a certain vintage to know the song! Yet

Pre-Year-End Tax Planning Tips

Great idea

I’ll bring you through a few pre-year-end tax planning tips. I was going to call this blog “A few bob for Christmas”, but I put that into Google, and various “bob” hairdos came up. However, the idea behind this is to either pay yourselves a few bob or save a few bob. Let’s look at

Should I Defer My State Pension?

Old man counting his money

Should I defer my state pension? In some cases, absolutely not, but in other cases, it makes sense. A client asked me this question recently, and my answer was certain. No way, you need to get your state pension at 66. Another client wanted to delay receiving his. That was more for personal reasons, which