Pension Portfolio Services
Introduction
At Ailesbury Capital we specialise in strategically planning for our client future. Key areas we look at include:
- What a retirement fund is expected to be at various ages
- How this measures against the norm
- How additional funding can assist in the ultimate goal for a “satisfactory” retirement fund
- Reviewing the existing investment strategy and proposing an investment strategy for the future
- How the retirement fund can be enjoyed based on various guidelines issued by the Revenue Commissioners to date
- Noting the tax implications of the various proposals
We specialise in advising and helping clients pre and post retirement choose the best pensions vehicle to suit their needs using:
- Approved Retirement Funds (ARFs)
- Approved Minimum Retirement Funds (ARMFs)
- Personal Pension Plans (also known as Retirement Annuity Contracts or RACs)
- Personal Retirement Bonds (PRBs)
- Personal Retirement Savings Accounts (PRSAs)
- Executive Pension Plans (EPPs)
- Self Directed Pension Plans
- Small Self-Administered Pension schemes (SSAPs)