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Looking for Advice on Investing in Ireland
Looking for Advice on Investing in Ireland
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Looking for Advice on Investing in Ireland

Assuming you have no mortgage debt and are already making full use of your pension allowances, what is the most...

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Meet Marc Westlake - Our Managing Director
Meet Marc Westlake - Our Managing Director
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Meet Marc Westlake - Our Managing Director

Our Managing Director Marc has worked as an Independent Financial Planning Consultant since 1994. Today he is a specialist in...

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Everlake Estate Planning Guide Tax Year 2021
Everlake Estate Planning Guide Tax Year 2021
Categories Expert Guides 

Everlake Estate Planning Guide Tax Year 2021

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
Everlake Guide to Taxation of Investments
Categories Expert Guides 

Everlake Guide to Taxation of Investments

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

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Everlake Wealth Protection Guide
Everlake Wealth Protection Guide
Categories Expert Guides 

Everlake Wealth Protection Guide

Each of us is responsible to our families for making the decisions that will determine whether we will achieve our...

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Inertia: the Enemy of the Irish Saver
Inertia: the Enemy of the Irish Saver
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Inertia: the Enemy of the Irish Saver

Leaving your savings on deposit, in this low interest rate and inflationary environment, is guaranteed to reduce your purchasing power.

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Clients Seeking an International Lifestyle Plan, Sean & Philip
Clients Seeking an International Lifestyle Plan, Sean & Philip
Categories Case Studies 

Clients Seeking an International Lifestyle Plan, Sean & Philip

Sean and Philip are in their mid-50s, they approached Everlake to avail of our wealth planning expertise, for advice on...

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Did you know shares in a US Multinational may be subject to tax at up to 73%?
Did you know shares in a US Multinational may be subject to tax at up to 73%?
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Did you know shares in a US Multinational may be subject to tax at up to 73%?

US Federal Estate Tax applies at a rate of up to 40% on the death of a spouse or civil...

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Cross Border Issues Arising for Purposes of Ireland/UK Double Tax Convention
Cross Border Issues Arising for Purposes of Ireland/UK Double Tax Convention
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Cross Border Issues Arising for Purposes of Ireland/UK Double Tax Convention

There are some clear and fundamental differences between the tax laws of Ireland and the UK. Consequently, where an individual...

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