Retirement Planning
Retirement Planning is a key part of an integrated wealth management strategy.
A well structured retirement plan allows you to;
Extract business assets into your own name tax effectively
Build a separate asset pool in order to provide an income for yourself/spouse in retirement
Better plan for the transfer of a business to the next generation
Create an asset pool that can be passed to the next generation in a tax-effective way
We offer bespoke retirement planning solutions and advice to proprietary directors and self-employed individuals. Our retirement products give you access to many of the same investment opportunities that we provide as part of our overall wealth management offering.
On retirement, we offer a bespoke advisory service seeking to maximise the amount that can be taken tax-free and structuring the balance of the funds in order to provide the most suitable income in retirement.
In the series of videos below, Declan Lawlor, Head of Pensions with Bank of Ireland Private Banking discusses Pension Planning for Company Directors, Self Employed Professionals, and those approaching Retirement. Click on the links below to view the brief video.
Life Assurance
In addition, we also provide advice about how to structure Life Assurance cover either as part of a Shareholder Protection Plan, a Partnership Protection Plan or as part of a wider Family Protection Plan.
If you’d like to learn more about Bank of Ireland Private Banking’s services and how we can help you, feel free to Contact Us