Irish Tax Institute and LIA Joint Seminars 2017

“Managing Wealth in 2017 and beyond ”

The essential update for  financial advisers, financial planners and tax advisers,.


NOW BOOKING – click here to download the booking form.


Date Venue
Tuesday, 13 June Radisson Blu Hotel, Galway
Wednesday, 14 June Rochestownpark Hotel, Cork
Thursday, 15 June Hilton Hotel, Charlemont, Dublin 2

Time: 08.00 – 11.30
Price: €100

3 CPD hours for CFP® professionals, QFAs, RPAs, APAs (Pensions), APAs (Savings and Investments), and CPD Members (i.e. grandfathers) accredited in categories 2 and/or 3.


 Speakers and Topics


Frank O’Brien – The investment environment – the concerns and implications for investors
The implications for investors of current geopolitical uncertainties
The concerns over the impact of central bank policies on market valuations across the range of investment assets


Frank O’Brien has had a long and wide-ranging association with the investment markets as an investment analyst, fund manager, chief investment officer and consultant. He maintains this connection currently as a non-executive director of a number of investment companies and as an independent pension fund trustee. Frank is a Certified Accountant and is a former chairman of ACCA Ireland’s Financial Services Network and a former president of ACCA Ireland. He is a founding member and former chairman of CFA Ireland. Frank co-authored Fundamentals of Investment – an Irish Perspective with Brian O’Loughlin. They are currently preparing a third edition.


Finola O’Hanlon & Brian Broderick, O’Hanlon Tax Ltd – Tax succession planning – an integrated case-study
Sole trade versus incorporation
CGT reliefs
Taxation of property
Planning for retirement


Brian Broderick works as a tax adviser specialising in tax compliance, particularly in the areas of income tax, CAT and VAT. He works extensively in trusts and estates, with a focus on the production of fiduciary accounts for trustees and personal representatives, and tax compliance matters associated with trusts and estates, dealing with the position of trustees, personal representatives and beneficiaries. Brian advises on property transactions, covering VAT, stamp duty, and the taxation of profits, to ensure that property is transferred and held in a tax efficient manner. He has a primary degree in engineering and worked in structural engineering before moving into taxation. He is a Chartered Tax Adviser (CTA), a Trust and Estate Practitioner (TEP) and has lectured and tutored for the Law Society and other organisations.

Finola O’Hanlon specialises in the area of corporate restructuring and capital taxes, together with wealth management and advises on all taxes associated with retaining and passing wealth. This includes advising on the tax efficient structuring of Wills and lifetime transfers of wealth to the next generation. As a tax solicitor, she also provides advice on tax issues arising for conveyancers, and provides a support service to accountants and lawyers who are advising on the technical aspects of appeals and Revenue litigation. Finola is a Solicitor and FITI Chartered Tax Adviser (CTA). She is a member of the Society of Trust and Estate Practitioners (STEP) Ireland and a former Council Member of the Irish Tax Institute. She is a representative on the Direct and Capital Taxes Liaison Committee (TALC) with Revenue and a member of the Dublin Solicitors Bar Association (DSBA) Probate & Taxation Committee.


Aidan McLoughlin, ITC Group – Pension Planning: New Dimensions
UK Developments: Brexit and QROPs – How will the changes impact on clients? What are the opportunities for advisers?
Update on Local and International Developments – FA17, IORPs 2, PEPPs, Auto-enrolment…how should you and your clients respond?
International Pensions -A fast-developing market for Irish advisors. What are the rules? How does this fit into overall financial planning?


Aidan McLoughlin, BCL Solr FITI TEP AIIPM, is the Managing Director of ITC Group which specialises in the provision of pension and investment structures and related services to financial advisors and their clients. Aidan is an FITI Chartered Tax Adviser (CTA) and a Fellow of the Irish Association of Pensions Management (IIPM). He is also a member of the Law Society of Ireland, the Society for Trust and Estate Practitioners (STEP) and the Association of Pension Lawyers of Ireland (APLI). Aidan is President of the Irish Brokers Association. Aidan also acts as editor of the Irish Broker magazine. Aidan was founding Chairman of the Association of Pensioner Trustees of Ireland (APTI). He is editor of the Irish Tax Institute’s publication Pensions: Revenue Law and Practice.


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