Retirement Planning & Wealth Management Services

The key issues facing individuals and employees who are highly paid are the choice of pension structure to use, the tax planning opportunities around pension planning and underpinning these the need for an adequate income in retirement.

How we can help

Our team of qualified financial advisors, tax advisors and wealth management consultants are highly experienced in the provision of solutions in the areas of;

• Tax efficient bonus arrangements
• Pension issues on assignments in and out of Ireland
• Managing the overall lifetime pensions cap
• Pension adequacy and funding requirements
• Pre retirement planning including Small Self- Administered Pension Schemes
• Post retirement planning including Approved Retirement Funds (ARFs)
• Lump sum investments