Starting a pension for your retirement is one of
those decisions that can have a major impact
on your future.
Pensions can be complex when considering the
rules and regulations however at Bowmore Financial
Planning we aim to remove the complexity and
present you with a solution that suits you as an
individual or as a business.
Tax relief is by far the greatest advantage of saving
into a pension and we guide you to maximise those
reliefs and to maximise returns also.
Pension
PRODUCTS available:
- Personal Pensions
- Group Schemes
- PRSA’s
- Master Trust Executive Pensions
- Personal Retirement Bond
- Self-Directed Pensions
- Overseas pension consolidation
We will work with you to determine the most suitable pension for you taking into account your personal circumstances
At Retirement
Choosing the right options for your pension at retirement is a big decision and it is important to ensure you choose an option that aligns with your objectives:
Options for you to choose from when retiring your pension
- Tax Free lump sum entitlement
The options for the balance of funds after you take your tax-free lump sum are as follows:
- Annuity
- Approved Retirement Fund
- Vested PRSA’s
- Taxable Cash
We aim to keep our service description pages brief and to the point, preferring instead to discuss with you directly, gain insight into your needs, and then offer comprehensive details on the products and services that would be most beneficial to your financial health.
Sustainable Finance
Please follow this link to access our Sustainable Finance Disclosure.
If you are interested in finding out more about how we can help you with Financial Planning,
please contact us today for an initial consultation at no cost to you.
We look forward to hearing from you and working with you.