Tax planning is an essential part of your financial strategy.

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

Pension planning is one of the most straightforward and efficient ways to reduce your tax bill and invest your money. However, outside of a pension, the tax landscape is complicated for cash investments. Consequently, at Everlake we consider numerous investment solutions to suit your specific tax situation.

Significant tax saving and allowances are available to business owners, along with business relief and entrepreneur relief in the event of selling a business. Our advisors carefully consider these tax saving opportunities as part of an overall business owner’s investment and retirement strategy.

Further information on gift, inheritance, and Capital Acquisitions Tax (CAT) can be found on our Tax and Estate Planning page.


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Some of the tax related questions we hear most often…

Am I missing out on any tax savings?

You most likely are yes, almost everyone can save some tax through good financial planning.

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

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

Are there ways to reduce tax on my investments?

Yes, tax in Ireland is both high and complex and it should be a focal point for all investors. We advise on alternative ways to invest that avoid Exit Tax and tailor our advice suit individual circumstances.

Are you tax advisors?

We always create financial plans with tax efficiencies in mind but we are not tax advisors. We work closely with accountants and tax consultants should you require specific tax advice.