Money Maximising Advisors Limited

  💡  Want to pass on wealth to your loved ones without a hefty inheritance tax bill? In Ireland, the  Small Gift Exemption Savings Plan  is a smart and legal way for high-net-worth families to transfer assets tax-efficiently, helping protect your legacy. 💼  Why use the Small Gift Exemption Savings Plan? Under Irish tax law, you can give up to  €3,000 per person each year  without triggering  Capital Acquisitions Tax (CAT) . When structured well, this can add up to hundreds of thousands of euro passed on  completely tax-free , without affecting the lifetime CAT allowance. In this guide, you’ll learn: ✅ How one business owner avoided a €600,000 CAT bill for his children ✅ How the €3,000 per-person annual allowance works ✅ The long-term benefits of investing these gifts ✅ How this fits into broader estate planning strategies Example scenario: Michael, a business owner with three children and ten grandchildren, was facing a potential €600,000 C...