I want to start a pension. Can you tell me more about the auto-enrolment scheme? I want to start a pension, I’ve heard a new compulsory scheme might be coming soon. Do you advise starting now or waiting to see what might happen with this compulsory scheme? A I would advise you to go ahead,
I’m about to retire, but what is the best option to take with my personal pension fund? Q I’m due to retire soon and I recently received a maturity notice from my pension provider. They say it’s a personal pension and that I have the following options. Take 25% of the fund tax free and
Q It’s my 50th birthday soon and I’ve been working hard in various jobs for almost 35 years. I want to be in a position to retire by the time I’m 60. How can I make sure that can happen? A This answer is a long one. I’ll send you a list of the information
Q I began paying into a pension last year and I contribute a regular monthly amount. I have noticed the current value is less than the contributions made. I have some questions about this. Firstly, why is this? Is it likely to continue this year or beyond? Should I stop my contributions until things settle
Q: I’m thinking of taking out a pension to save on tax and prepare for my retirement, but I hear that there is a new compulsory scheme coming soon. Should I wait? A proposed auto-enrolment retirement savings system could be introduced in Ireland within the next 18 months. The objective of this scheme is to
Welcome to the latest edition of our newsletter. As a company, we recognise the importance of staying in touch with you, our clients, and we hope that this newsletter will provide you with information on issues and topics of importance to you and your business. In each issue you will find information on a variety
Here’s A Special Invitation for You These are challenging times and everyone is looking for the best possible answers and solutions to their protection, investments and financial security requirements. So, here’s a solution that may be of interest to you. It’s an invitation for you to join us for a private financial consultation where we
Should I start or restart a pension? 10 reasons pensions make sense Recent research commissioned by Aviva has revealed a stark disconnect amongst adults in Ireland when it comes to pension planning. The research, based on a representative sample of 2,000 adults, found that only 34% of them had a private pension. Furthermore, two-in-five of
Making the most of the tax relief available if self-Employed or PAYE If you are self-employed you must calculate your tax liability and make a payment by 31st October 2019 (12th November if registered with ROS) in respect of your: 1. Final Tax Assessment for 2018; 2. Preliminary Tax for 2019. The good news… You
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