About the Firm
The firm was founded by Cliona O’Tuama in 1994.
Cliona O’Tuama realised that private individuals benefit most from a personal and approachable service which only a small specialist firm can provide. The firm advises private individuals, including non-domiciliaries, on wills and estate planning and when they are acting as executors or trustees.
Because of Cliona O’Tuama’s knowledge of Irish tax, the firm is uniquely placed to provide estate planning advice on Irish and UK issues to clients with assets in both countries.
Having practised in Dublin and London in the field of private client work, Cliona O'Tuama understood that solicitors in Ireland requiring advice on English probate or taxation matters would be best served by a solicitor in England who was also admitted as a solicitor in Ireland and who was familiar with Irish taxation and probate. A significant part of the firm’s work is doing English probate work on behalf of Irish law firms and Irish trust corporations and providing advice to them on UK inheritance tax, both in relation to the estates of their deceased clients and as part of the estate planning process for their clients who own UK assets.
Since its foundation the firm’s practice has grown considerably. The firm does English probate work for many firms of solicitors in Ireland, from sole practitioners in rural Ireland to some of the major Dublin firms. The firm is also instructed by trust corporations when they act as executor in an estate with UK assets.
The firm is also consulted by general practitioners on specialist aspects of tax, trusts and probate work.
The firm is often asked by leading London private client firms to provide independent advice on specific issues.
The firm also advises some of the leading London private client firms on Irish capital acquisitions tax issues.
