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Joanne Whelan

Tax Partner

Joanne Whelan

Joanne Whelan is a Partner specialising in Capital Tax and Estate Planning.

She has over 10 years experience advising private clients on estate planning related issues arising on the transfer of wealth to the next generation by way of gift/inheritance. Joanne also advises trustees of family trusts, both domestic and international, on issues arising in respect of dealing with trust property.

Joanne has extensive experience in advising on stamp duty issues in respect of transactions involving corporate and private clients.

Joanne also leads the Corporate and Legal Services department which provides a wide range of services to both public and private companies, including corporate formations and compliance, business name protection, corporate governance, alternative dispute resolution and employment law.

She is a practising solicitor, a member of the Law Society of Ireland, a member of the Irish branch of STEP and an associate of the Irish Taxation Institute.

Joanne has lectured extensively on capital tax and estate planning matters and has contributed to a number of professional publications. Joanne currently sits on the committee of the Irish branch of the Society of Trust and Estate Practitioners.

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