How to Pass Wealth to the Next Generation Tax-Efficiently in Ireland
在爱尔兰如何以税务高效的方式将财富传承给下一代
Are you part of Ireland’s growing Chinese community and thinking about how to protect and pass on your wealth to future generations? Join Dolmen Insurance Brokers and Judy Li 李菊红 for an informative bilingual webinar exploring practical strategies for tax-efficient wealth transfer and estate planning in Ireland.
This session will explain the key considerations involved in passing wealth to children and loved ones while helping to minimise unnecessary tax liabilities. Topics will include inheritance and gift tax considerations, available reliefs and exemptions, the role of financial planning in wealth preservation, and practical strategies for creating a long-term legacy. Whether you are building family wealth, planning for the future, or looking to better understand Ireland’s tax rules, this webinar will provide clear and practical insights tailored to the Chinese community living in Ireland.
Simply fill out the form above to sign up for this event, and we’ll send you a follow-up email with the session link closer to the date.
您是爱尔兰不断壮大的华人社区成员，并正在考虑如何保护财富并将其顺利传承给下一代吗？欢迎参加由 Dolmen 保险经纪公司与李菊红 Judy Li 共同举办的双语线上讲座，了解在爱尔兰进行税务高效财富传承和遗产规划的实用策略。
本次讲座将介绍在将财富传承给子女及家人时需要考虑的重要因素，以及如何帮助减少不必要的税务负担。讲座内容包括遗产税与赠与税的基本知识、可用的税务减免和豁免政策、财富保全中的财务规划作用，以及建立长期家族财富传承计划的实用策略。无论您正在积累家庭财富、规划未来，还是希望更深入了解爱尔兰的税务规定，本次讲座都将为在爱尔兰生活的华人社区提供清晰、实用的专业指导。
只需填写上方表格报名，我们将在活动临近时通过邮件发送讲座链接
About the Speaker 主讲人介绍 – Judy Li 李菊红
Judy brings years of experience in financial planning, pensions, and cross-cultural communication. During the pandemic, she worked in China as a Health & Wealth Planner with Taikang Life. She is now partnering with Dolmen Insurance to help the Chinese community in Ireland build financial confidence and security.
李菊红女士拥有丰富的金融规划经验，多年来专注于爱尔兰与中国之间的财富管理和家庭保险规划。疫情期间曾任职于中国泰康人寿，担任讲师及健康财富规划师。如今，她携手Dolmen保险经纪公司，希望帮助更多居住在爱尔兰的华人实现财务安心与财富增长。
- MSc in Ecommerce, Dublin City University / 爱尔兰都柏林城市大学电子商务硕士
- First fully licensed Chinese Financial Advisor in Ireland / 爱尔兰首位华人全职持证理财规划师（QFA）
- Winner of the “Best Chinese Mum Global Prize – Ireland” (2018) / 荣获2018全球华人母亲精英奖（爱尔兰赛区第一名）
- Founder and Chairperson of the Chinese Cultural Unity in Ireland / 爱尔兰华人文化共荣会创办人及首任主席
What You’ll Learn 您将收获什么
- Understanding Wealth Transfer in Ireland – Learn the key principles of passing wealth to the next generation and the tax rules that may apply to gifts and inheritances. 爱尔兰财富传承基础知识——了解将财富传承给下一代的基本原则，以及赠与和继承可能涉及的税务规定。
- Tax Reliefs, Exemptions & Planning Opportunities – Explore the available tax reliefs and exemptions that may help reduce the tax burden when transferring wealth. 税务减免、豁免及规划机会——了解在财富传承过程中可利用的税务减免和豁免政策，以及相关规划机会。
- Protecting Family Wealth for the Future – Discover practical strategies for preserving wealth and creating a long-term legacy for your family. 保护家庭财富，规划未来传承——了解如何通过合理规划保护家庭财富，并为下一代建立长期稳健的财富传承安排。
- Q&A session with Judy Li 与 Judy Li 的问答环节
Event Details 活动信息
Date / 日期: Tuesday, 23rd June 2026
Time / 时间: 1:00 PM – 2:00 PM
Location / 地点: Online