How can our retirement advice help you?
Our aim is to assist our clients in:
- Establishing and achieving what they want.
- Identifying and maintaining their desired lifestyle.
- Assessment of their current retirement funds.
- Having the confidence to decide which direction their future should be going.
- Making more informed decisions.
Our retirement advice will help both individuals and business owners how to plan for the future. You will receive personalised retirement planning advice which results in your very own ‘Master Retirement Plan’. Our aim is to help you and your family, and to ensure your financial future through personalised retirement planning.
Business Wealth Extraction Advice by Financial Planners
Pensions for Individuals: Retain Ownership
Last Minute AVC Options Experts
Public Sector Retirement Planning
Tax advantages to a personal pension plan
1. Income Tax Relief
Income Tax Relief (Subject to Revenue Limits) is provided at your marginal rate of tax on contributions. Therefore, if you are top rate
2. No DIRT or CGT
As your contributions accumulate in your fund there is no tax on any growth i.e no DIRT or CGT.
In addition, the austerity levy on pension funds no longer applies from 2016.
3. Tax-Free Cash Option on Retirement
Next, is the advantage of the tax-free cash option on retirement, capped at €200,000.
4. Approved Retirement Fund
The fourth tax advantage is the Approved Retirement Fund (ARF) as a post-retirement tax planning tool which allows
Tax Free Death Benefits and Capital Acquisition Tax
The final tax advantage to highlight is the
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The value proposition of financial advice is changing greatly over time. We find the nature of what our clients expect from us as Certified Financial Advisers is changing. The most common question we answer for the people we deal with is ‘Will I have enough?’