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Galway:   091 759500

Naas:   045 888088

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Retirement Planning

  • We help you to choose where to put a portion of your income, whilst you are still working, so that you will have a decent standard of living when you wish to stop working in later life.

  • We show you the level of scope you have to extract wealth from your company and to transfer this into your personal name in a very tax efficient manner.

  • On leaving employment we assist you in placing your existing pension fund under your personal control.

  • In retirement we outline all relevant tax structures; investment types and best structures applicable to meet your objectives.

  • We offer you the opportunity of completing regular reviews of your pension savings and other needs.

The Specific areas of Retirement Advice we provide you with include:

  • Personal Pensions & PRSAs:
  • Executive Pensions
  • Retirement Buy Out Bonds 
  • Group Pensions
  • Approved Retirement Funds
  • Annuity (Retirement Income for Life) 

Contact us on:
Galway:
Naas:


091 759500
045 888088
  • Financial

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