Estate planning isn’t just about writing a will—it’s about securing your financial future, protecting your loved ones, and making informed decisions that minimise tax liabilities.

In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role estate planning plays for individuals and business owners alike. As a chartered tax advisor, trust and estate practitioner, and qualified barrister, Andrea brings a wealth of expertise to the conversation.

Together, Marc and Andrea discuss common estate planning pitfalls in Ireland, the importance of working with specialists, and how Everlake collaborates with professionals like Andrea to provide a seamless, strategic approach to wealth management. They also highlight key considerations around wills, trusts, enduring powers of attorney, and intergenerational wealth planning.

1. Why estate planning matters – The key benefits of structuring your wealth for future generations.
2. Common mistakes people make – From delaying a will to overlooking tax implications.
3. Enduring Powers of Attorney – Why recent legal changes have made this more complex but even more essential.
4. How Everlake & EY Law collaborate – A joined-up approach to wealth and estate planning.
5. The best estate planning advice? – Spend your money wisely and enjoy it while you can!

EY Law is independent of Everlake and the views and opinions expressed by EY Law are not necessarily the views and opinions of Everlake.

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This podcast is intended for information and educational purposes only and does not represent a specific recommendation or advice for an individual to follow. Speak to your financial adviser, in the context of your own personal circumstances, prior to making any financial or investment decisions.