Blog
Learn more about planning your financial future.
Personal Retirement Bond (PRB)
Personal Retirement Bond / Buy Out Bond These days, jobs are often no longer for life which means that most clients have pensions from previous jobs scattered around which they do not have a full handle on, with most being left idle without proper management. These...
Executive Pensions – A Guide
Executive Pensions and their benefits If you have established a successful company which is profitable, then the company should serve you, and in order to do this, you need to be able to extract wealth from the company in the most tax-effective manner possible. As a...
Defined Benefit Pension Schemes
Defined Benefit Pension Schemes are a type of occupational pension scheme. Under a Defined Benefit Scheme, there is typically a commitment to pay you a retirement income which is calculated based on years of service and salary. You would normally have the option to...
A Guide To Defined Contribution Pension Schemes
Defined Contribution Pension Schemes are a type of occupational pension scheme. Under a defined contribution scheme, you and your employer together contribute to build up a Retirement Account for you. This Retirement Account should grow over the course of your working...
Personal Pensions – An Overview
In this week's blog, we outline Retirement Annuity Contracts – or as they are more commonly known, Personal Pensions. As we edge closer to the tax filing deadline, contributions to this scheme are used by many to reduce their tax liabilities. Similar to last week’s...
PRSAs – What You Need To Know
And so Pension Season sets in for another year! The annual season where those who are self-employed have to think about paying their tax and seek ways to reduce it by paying into a pension, and the employed worry if they have enough in their pensions! Over the coming...
It’s Never Too Early To Start Planning Your Pension
Think you don’t need to consider a pension at 30? Think Again! The Early Bird... There are choices you make in life that will have a huge impact on your future. Starting a pension for your retirement (yes it’s a long way away) is one of those choices because...
The Benefits of Life Insurance
Choosing the right life insurance cover for you and those closest to you is essential. It will provide many great benefits, not least peace of mind that should something happen to you, your family will be protected financially. Future Planning As you age and your...
