&lt;h2&gt;Estate planning&lt;/h2&gt;
&lt;h3&gt;How we help you transfer your wealth and support the next generation&lt;/h3&gt;

&lt;h3&gt;Peace of mind, control and ensuring a lasting legacy.&lt;/h3&gt;
&lt;p&gt;You have worked hard to create and grow your wealth.&lt;/p&gt;
&lt;p&gt;Whether you have accumulated personal wealth or it is tied up in your business, there are tax reliefs and structuring opportunities available.&lt;/p&gt;
&lt;p&gt;It is important that you set out your intentions for your estate and that those intentions are implemented in the most efficient way. Our advisers will implement your wishes in a tax efficient way.&lt;/p&gt;

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&lt;h2&gt;Passing on wealth&lt;/h2&gt;
&lt;h3&gt;Estate and inheritance planning&lt;/h3&gt;
&lt;p&gt;Our estate planning expertise allows you to determine how your assets can be best protected and passed on.&lt;/p&gt;

&lt;h3&gt;Connect with a Unio expert&lt;/h3&gt;
&lt;p&gt;Tell us a bit about your needs and goals, and we’ll match you with an adviser with the right expertise.&nbsp;&lt;/p&gt;

&lt;h2&gt;The Ongoing Transfer of Irish Wealth&lt;/h2&gt;

of Irish households receive at least one substantial inheritance. (CSO, 2022)

of Irish adults have enduring power of attorney in place. (Safeguarding Ireland, 2022)

of Irish adults have made a will. (Red C, 2024)

Achieve freedom and financial security through your bespoke, comprehensive wealth plan.

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Meet your retirement goals by investing for the long-term.

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Our advisers draw on diverse skill sets and expertise, bringing passion, experience and a fresh approach to your portfolio.

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Introducing your Wealth Plan, your comprehensive strategy for guiding, guarding and growing your wealth.

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