IFAT - Personal Retirement Planning

Independent Financial Advisory Trust Ltd

Professional Pension Consultants

Unit 1C, Woodlands Office Park,
Southern Cross Road,
Bray, Co Wicklow

(00353) 1272 3200

(00353) 1286 9841

Personal Retirement Planning

Personal Retirement Planning is a service IFAT provides for the self-employed, business owners, senior executives and employees of pension schemes.

Retirement planning remains one of the few ways in which an individual can make retirement provision in a tax efficient manner. Complex rules and regulations govern the operation of pension schemes. Getting independent expert advice will help ensure that retirement planning is structured to maximise the benefits available.

The key elements of retirement planning include:

Retirement Goal Setting
Maximising Tax-Relief
Additional Voluntary Contributions
Life Assurance Protection
Permanent Health Insurance
Buy Out Bonds
Developing an appropriate investment strategy
Post Retirement Options – Annuities or Approved Retirement Fund/ Approved Minimum Retirement Funds

Personal Pensions and PRSA’s

For the Self-Employed and those in non-pensionable employment, we offer independent, professional and objective advice to individuals in relation to personal pensions and PRSAs.