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Tax efficiency is an essential part of your financial plan.

At every stage of preparing your financial plan, we pay attention to ensuring that all aspects work together and that you will pay the lowest taxes possible. We guide you to make full use of the tax credits, allowances, and reliefs available to you.


Pension planning is one of the most straightforward and efficient ways to reduce your tax bill and invest your money.


For investments outside of a pension, the tax landscape is complicated. At Everlake we have numerous solutions to suit your specific tax situation.
Significant tax allowances are available to business owners, along with business relief and entrepreneur relief in the event of selling a business. These need to be carefully considered as part of an investment and retirement strategy.


For further information on gift, inheritance, and Capital Acquisitions Tax (CAT), please refer to the Tax and Estate Planning page.

Insight

A wealth of ideas to share…

Everlake Financial Planning Our Approach
Categories Expert Guides 

This guide explains our role as your financial planner, and what you can expect from the financial planning process and

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Everlake Estate Planning Guide Tax Year 2021
Categories Expert Guides 

This guide examines the essential elements of estate planning with a focus on financial, legal and tax considerations. 

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Everlake Guide to Taxation of Investments
Categories Expert Guides 

In this guide we examine the various tax treatments and use case studies to demonstrate the suitability of different investment

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FAQs

Here are just some of the questions we hear most often.

Am I missing out on any tax savings?

Most likely yes, with good planning almost everyone can save some tax.

What’s the best way to reduce my tax bill?

Pensions are a great tax shelter. We even consider them for people who don’t have any earnings such as Homemakers.

Are there ways to reduce tax on my investments?

Yes, there are alternative ways to invest that avoid Exit Tax. Tax in Ireland is both high and complex and should be a focal point for all investors.

Are you tax advisors?

No, but our financial plans are always created with tax efficiencies in mind. We work closely with accountants and tax consultants.