Joe Thompson has worked with boutique tax advisory firms in Dublin since the late 1990’s, with over 20 years’ experience formulating the most tax efficient strategies around transactions and carrying out bespoke tax advice in a role of an experienced senior tax advisor/Associate Director.
“Our aim is to provide our clients with advice in a personal, professional, efficient and responsive manner.”
Joe’s roles specialised in tax advisory work for high net worth individuals, family offices and privately-owned Irish businesses working closely with both domestic and internationally based investment advisers, solicitors, legal Counsels and private banking advisers for a large portfolio of clients.
High Net Worth Individuals
Joe has worked extensively with high net worth individuals in structuring matters, planning transactions and advising on a range of domestic and international tax issues including:
long term succession advice and estate planning
the taxation of portfolio investments
property acquisitions and property sales
the sale of businesses and advising clients on other liquidity events/windfalls
implementing company restructurings and reorganisations of family businesses
implementing bespoke family investment companies and family partnership structures
representing clients with complex Revenue audits, enquiries, foreign asset disclosures and tax appeal cases.
Joe’s expertise covers all personal taxes and he has a particular interest in assisting clients with tax matters relating to the making of investments and the ownership of assets, assisting families with succession/estate planning, assisting with the administration of estates and helping clients deal with complex Revenue engagements.
Background & Experience
Joe is a Chartered Tax Adviser (CTA) having become an Associate of the Irish Tax Institute in 2002. After finishing the Bachelor of Science (Management) Degree course in DIT/Trinity College Dublin, Joe started in a role as trainee tax adviser with a private client tax firm and qualified as a CTA in 2002.
Joe gained experience during 2001 while on secondment in Jersey, Channel Islands where he worked in offshore trust and company administration.
During 2004, Joe worked in Australia in the taxation departments of State Street and Multiplex, a quoted property and development company based in Sydney, Australia.
Following a return to Ireland in 2005, Joe worked with three of the top private client tax firms in Dublin including working as an Associate Director of a private client tax firm in the period from 2010 to early 2020.
Trust: Being a trusted adviser to our clients
Personal: Our aim is to provide our clients with advice in a personal, professional, efficient and responsive manner
Privacy: Privacy and confidentiality is an important part of our business
Partnership: We will work in partnership with clients’ other investment advisers or professional advisers to provide the most commercial and resilient tax strategies and solutions.
Joe formed Joe Thompson Tax Advisors in 2020 as a private client tax firm aimed at providing high quality tax advice to clients based mainly in the south east region of Ireland.
Joe has contributed through lecturing and drafting material for the Irish Taxation Institute including the recent Certificate in Capital Taxes for Private Clients course in October 2019 and has presented on the Taxation of Private Client Investments as part of the Irish Taxation Institute CPD Round Up conferences. Joe has presented regularly to clients and private banks on private client matters.