A Harvest Self Administered ARF offers the following benefits:
To find out more about our self administered ARF, and a clear picture of what retirement income your pension will provide you, contact us at firstname.lastname@example.org or on 01 2375500.
On your death your ARF can be transferred to your spouse / civil partner tax-free who can continue to manage the ARF investments and take withdrawals.
Alternatively your ARF can be left to your children or other persons subject to income and / or inheritance tax which are summarised below.
This marketing information has been provided for discussion purposes only. It is not advice, it is provided for general information purposes only and does not fully take into account your financial position, investment needs and objectives, attitude to risk, liquidity needs, capital security needs, capacity for loss, etc. It should therefore not be relied upon to make investment decisions. Prior to any formal investments taking place you will be provided with a detailed suitability letter taking into account all the above and outlining why the investment(s) are (not) suitable for you.
Past performance is not a reliable indicator of future results.