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Save up to 41% with Tax efficient life cover.

Chances are you were never informed that you can save up to 41% on your life cover. This is one of
the best kept secrets in the insurance world.

We all know taking out Life Cover is a good idea…

But sometimes with all the other demands on your income such as mortgage payments, utility bills, holidays, school fees, the weekly grocery shop… it can be hard to see how to budget for Life Cover. However, there is a solution available that delivers the peace of mind that comes from knowing that these expenses can be covered should you die. In fact, it can cost up to 41% less than a regular Term Assurance policy.

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ARF/AMRF

An Approved Minimum Retirement Fund (AMRF) and/or Approved Retirement Fund (ARF)     A Guaranteed Income for Life, or annuity, may be the right option for someone who needs their pension to provide them with a steady income in retirement. However, if your circumstances are such that you do not require a regular income for life

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Annunities

An annuity is a contract with a life insurance company that will pay you a guaranteed, regular pension income for life in return for a capital sum. The capital sum comes from your retirement fund. You will pay income tax and Universal Social Charge (USC) on the income that you receive. The amount of regular pension income

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PRSA's

PRSA’s – Personal Retirement Savings Accounts    In 2002 the Government introduced Personal Retirement Savings Accounts (PRSAs), a very flexible and attractive way of saving for retirement. Just like other forms of pensions, PRSAs come with attractive tax reliefs and offer access to a wide range of investment funds and options, so you get all

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Executive

Executive Pensions If you are a company owner, director or senior executive then an Executive Pension is possibly the most tax-efficient and secure way for you to save for your retirement. An Executive Pension will also ensure you and your business maximise the generous tax advantages available.   We will help you establish and run

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Personal

Personal Pensions Planning ahead for your retirement is one of the most important financial decisions you will ever make. That’s why it’s so important to get it right and ensure that your retirement years are as secure and enjoyable as possible.   At Southeast Financial Services we will help you make the right decisions for

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