Pre Retirement Planning
As you plan to save for your retirement there are many ways in which this can be achieved, we will guide you throughout your working years and ensure that you are in the most appropriate pension vehicle taking the most advantage of the generous tax breaks available to you. There are times throughout your working life where changes in your occupation, periods of self employment and changes in revenue rules that make it necessary to make changes to your plans so it is vital that you get the appropriate advice to ensure that you stay on track to achieve your goals.
PRSA
Personal Pension
Directors/Employee Pension
Self Direct/Self Administered Pension
Personal Retirement Bonds
We have access to the market to get you the best Quality, Service and Value. We have expertise in both Pre and Post Retirement planning and will make this as easy as possible for you.
Post Retirement
When you reach that time in your life where it is appropriate for you to retire your pension come to us, well in advance, to discuss the many options that may be available to you. It is very important to plan well ahead to ensure that your money is ready and available to you in the most tax efficient and timely manner.
AMRF
ARF
Annuities
Are you aware of the Maximum Pension Thresholds?
Are you aware of the options you can choose on retirement?
How much of a Tax Free Lump Sum can you take?
We will guide you through all these questions and ensure that you find the most suitable route to an enjoyable retirement.