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Pension Portfolio Services

Introduction

At Ailesbury Capital we specialise in strategically planning for our client future. Key areas we look at include:

  • What a retirement fund is expected to be at various ages
  • How this measures against the norm
  • How additional funding can assist in the ultimate goal for a “satisfactory” retirement fund
  • Reviewing the existing investment strategy and proposing an investment strategy for the future
  • How the retirement fund can be enjoyed based on various guidelines issued by the Revenue Commissioners to date
  • Noting the tax implications of the various proposals

We specialise in advising and helping clients pre and post retirement choose the best pensions vehicle to suit their needs using:

  • Approved Retirement Funds (ARFs)
  • Approved Minimum Retirement Funds (ARMFs)
  • Personal Pension Plans (also known as Retirement Annuity Contracts or RACs)
  • Personal Retirement Bonds (PRBs)
  • Personal Retirement Savings Accounts (PRSAs)
  • Executive Pension Plans (EPPs)
  • Self Directed Pension Plans
  • Small Self-Administered Pension schemes (SSAPs)

Copyright © 2020 Ailesbury Capital Ltd. All Rights Reserved.

Ailesbury Capital Ltd., trading as Ailesbury Capital is regulated by the Central Bank of Ireland.

Registered in Ireland No 490332. Registered Address: Sixth Floor, 2 Grand Canal Square, Dublin 2, Ireland.

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WARNING: The value of investments and the income derived from them may fluctuate and investors may not receive back the amount originally invested. Past performance is not a guide to future performance.