The core elements of estate planning are legal effectiveness, tax efficiency and practicality.

Any comprehensive financial plan requires the preparation of an estate plan to minimise the tax of transferring the family’s wealth to the next generation.

With more than 30 years’ experience providing estate planning advice, we understand that money is an emotive subject. At Everlake we will navigate you through the challenges of transferring your wealth to the next generation and/or charitable causes. Estate planning includes gifts, inheritances, and philanthropy requirements.

We help you to establish if you have enough to do all that is important to you, under any reasonable set of assumptions, without fear of ever running out of money.

At Everlake we work with you, and along with Legal & Tax Advisers, use our insightful knowledge of Capital Acquisitions Tax (CAT), trusts, family partnerships, reliefs & exemptions to establish how, when, and how much of your wealth is passed on to the next generation.

Our Managing Director, Marc Westlake, is a registered Trust & Estate Practitioner and member of the prestigious Society of Trust and Estate Practitioners.


A wealth of ideas to share…

Everlake Guide to Socially Responsible & Ethical Investing
Categories Expert Guides 

You may have heard of something called “socially responsible” or “ethical” investing and maybe you are intrigued and interested in

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

Are there ways to reduce my inheritance tax bill?

Yes, there are several legitimate ways to do this.

What is the best way to pass assets to my children?

This varies depending on the asset – businesses, cash, houses, investments are all potentially treated differently.