Retirement Planning

Maintaining your current standard of living into retirement requires a sophisticated and considered retirement plan. We examine and consider the following information derived to provide straightforward and impartial advice that is tailored to your circumstances.

Asset / business disposals – how are you valuing these assets and do you know the tax implications of these disposals?

Life assurance and medical cover – do you have the adequate amount of cover after retirement?

Pensions – do you have the adequate amount of pension provision and are you making full use of the tax regime?

Savings and investments – do you have the correct balance between savings and investments?

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You can arrange a telephone or face-to-face consultation with an expert by emailing kieran.boles@pietas.ie or by clicking the button below and filling out our contact form.

ABC & Associates

18 Upper Mount Street,
Dublin 2.

Eircode: D02 ER26

Mobile: 086 8522 189

E-mail: kieran.boles@pietas.ie

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