At Malahide Insurance, we provide personalised retirement planning advice tailored to your individual needs. Our comprehensive pension review service begins with an assessment of your current financial situation, retirement goals, and risk profile. We’ll carefully review your old /or current pension plan to ensure it aligns with your objectives and explore opportunities for improvement. If you’re just starting out, we’ll guide you through the process of initiating a pension plan based on your unique requirements, offering assistance with applications and documentation every step of the way. Additionally, we conduct yearly reviews to keep your plan on track and aligned with your evolving objectives.
When it comes to the tax advantages of a private pension, you can offset 20% or 40% of your income taxes, Also the Pension fund will grow free of Deposit Interest Retention Taxes, ( DIRT ) Currently @ 33% as of 2024.
Contributing to a private pension offers valuable tax relief, allowing you to grow your retirement fund more efficiently. We’ll explain the options available to you, we’ll provide clear guidance to help you make informed decisions and maximize your retirement income. With our expert advice and support, you can embark on your retirement journey with confidence, knowing your financial future is in capable hands.
If you already have an existing pension, it’s important to have a regular review to ensure you’re up to date with the latest charging structures. Charges and Investment risks have changed significantly over the last 10 years. You don’t want to be paying too much to your pension provider.
At Malahide Insurance Shop we offer pension reviews to ensure you have the best charging structure for your needs. We’re confident we can beat your current structure and save you money, so book in for a review with us today to secure your financial future.
Malahide insurance shop is regulated by the Central Bank of Ireland working with Zurich life, New Ireland, Aviva life, Royal London and Irish Life.
Malahide insurance shop is a member of Brokers Ireland as a financial broker.
With 30 years experience in the industry & access to Ireland’s ‘Top 5’ Life Assurance Companies, Zurich Life Assurance PLC, Royal London Insurance Ltd, Irish Life Assurance PLC, New Ireland Assurance and Aviva Ireland Life and Pensions ltd, meaning here at Malahide insurance Shop we will strive to get you the best deal.
Richard Barr T/A Malahide Insurance Shop is regulated by the Central Bank Of Ireland No C 30360.
Malahide insurance shop is a member of Brokers Ireland as a financial broker.