Retirement, Life & Estate Planning, Kerry


Business people typically invest all their effort and cash in their business. You should take some time to consider how you are providing for your retirement. It is easy to focus only on the present and tie up your cash in funding working capital. Maybe selling the business is part of your retirement plan. This can be risky as the business environment is so volatile and valuations can disappear overnight. It’s well worth while sitting down with a financial advisor to discuss the myriad of options open to you.

Investing in pension schemes remain one of the few ways in which an individual or company can make retirement provision in a tax efficient manner. Investing in financial products is highly regulated. Getting independent expert advice will help ensure that your retirement plan is structured to maximise the long term benefit to you.

The key elements of retirement planning include:

  • Retirement goal setting
  • Maximisation tax- relief
  • An appropriate investment strategy
  • Post retirement options – Annuities or Approved Retirement Fund/ Approved Minimum Retirement Funds
  • Life assurance & death-in-service for self-employed, business owners, senior executives and employees
  • Estate planning & tax efficient Sec.60 policies to pay Inheritance Tax

Call us today and we can put you in touch with a specialist financial advisor who will review your current investment portfolio completely free of charge.

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