What is Estate & Inheritance Planning?

It’s never too early to begin considerations for transferring your wealth.

In fact, the earlier you begin this process, the more tax efficient your plan can become and you will have better control over the transfer of assets and the preservation of your family’s wealth.

We use our insightful knowledge to establish how, when, and how much of your wealth is passed on to the next generation.

Who We Work With

A Journey to Secure Retirement & Financial Peace of Mind

Retirees

We work with individuals and couples who want to feel secure, supported, and informed as they step into retirement.

Whether you’re planning well in advance or already retired, we help you to plan for the years ahead.

Business Owners

Running a successful business brings unique financial challenges and opportunities.

We work with business owners to align personal and corporate finances and to plan for growth or exit.

High Net Worth Individuals

We work with high-net-worth individuals who want strategic financial advice to protect and grow their wealth. Whether planning for retirement, investing or preparing for succession, our clients value our clarity and expert insight.

Ready to get started?

Benefits of Estate & Inheritance Planning

Protect your legacy: Ensure your wealth is distributed according to your wishes while minimising taxes, legal fees, and family disputes.

Efficient wealth transfer: Structure your estate to smoothly pass assets to future generations, preserving family wealth for decades to come.

Tax-efficient strategies: Reduce inheritance tax and other liabilities with tailored estate planning designed for high-net-worth individuals.

What’s included in our service

Cash Flow Analysis

Our cash flow analysis gives you a clear picture of your income, expenses, savings, and investments over time.

It helps you make smarter decisions today while planning confidently for the future.

Comprehensive Financial Plans

At Everlake, we don’t just look at one piece of the puzzle, we bring everything together.

Your uniquely tailored financial plan considers your goals, values, assets, income, tax position, and family circumstances.

Long-Term Financial Planning Relationship

Financial planning isn’t a one-off event, it’s a lifelong process.

We build lasting relationships with our clients, offering proactive reviews, ongoing support, and trusted advice through every life stage.

How Our Financial Planning Service Works

Start with a Conversation

Everything begins with a 30 minute, no-obligation call.

This is your opportunity to get to know us and for us to understand your financial circumstances.

If it feels like a good match, we’ll outline the next steps and move forward.

Put the Plan into Action

We’ll take care of the heavy lifting, whether that means setting up investments, consolidating pensions or introducing you to other trusted professionals where needed.

Plan with Purpose

Through a series of meetings, we gather detailed information, explore your goals, and create a financial plan tailored to you.

We’ll explain everything and make sure you feel confident before moving forward.

This stage is about clarity, insight, and building the plan for your financial future.

Staying on Track

Life changes, and your financial plan should adapt with it.

We offer ongoing reviews and support to keep your plan relevant and responsive.

Why Choose Everlake

Experience

At Everlake, we prioritise continuous professional development ensuring that our team stays informed of the latest financial planning strategies and regulations.

Bringing a wealth of experience from varied backgrounds, each adviser is a Certified Financial Planner™ (CFP®), and our paraplanners hold or are actively pursuing their CFP® qualifications.

Pension Updates Ireland

Advice

We focus our resources on creating valuable financial planning materials and tools for our clients.

By investing in our team’s education and prioritising client-centric resources, we ensure that our advice is both practical and impactful.​

Guidance

We offer personalised guidance that evolves with your life circumstances.

Our holistic approach, consistent support and proactive reviews help you to navigate financial decisions with confidence and clarity.

Our Pricing & Fees

We believe that clarity builds trust, that’s why we’re upfront about how we charge and what you can expect at every step.

Whether you’re exploring financial planning for the first time or already working with an adviser, understanding the costs involved shouldn’t be a mystery.

If you’re curious about what it costs to partner with Everlake, you can explore our pricing in detail on our dedicated Pricing & Fees page.

Results You Can Expect

Peace of Mind: Our expert team guides you through complex decisions with care and transparency, giving you confidence that everything is in hand.

Whether you’re navigating a major life change or planning ahead, you’ll feel supported every step of the way.

Tailored Advice: No two clients are the same, and neither are our recommendations.

We take the time to understand your circumstances and goals before crafting a bespoke plan that reflects exactly where you are and where you want to go.

Professionalism: When you work with Everlake, you’re choosing a highly qualified, detail-driven team who take their responsibility to you seriously.

We uphold the highest standards of ethics and expertise, and we’re committed to continuous learning, so our advice stays sharp and effective.

Related Services

Estate & Inheritance Planning

Investment Consulting

Planning for Retirement

Our Team

At Everlake, expert advice starts with the right people. Our services are
shaped by experience, care, and a deep understanding of what matters most
to you. Behind every plan is a team committed to your long-term success.

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