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Financial Advice for Planning Retirement

Retirement Planning

We all have ambitious plans to provide ourselves with a secure income in retirement. However in order to make this a reality we need to put in place a financial plan. A pension remains the most tax efficient method of achieving this. At Harvest we have over 26 years experience working with clients to secure their retirement income. Harvest is uniquely positioned to provide you with the broadest possible amount of investment options.

Harvest is uniquely positioned to provide you with the broadest range of tax efficient pension options. These include self administered arrangements or traditional unit linked funds. Whether you want the investment flexibility and cost transparency of a self administered scheme or wish to pursue a more traditional structure with an insurance company, we will help determine which is the most appropriate.

PENSION PLANNING FOR COMPANY DIRECTOR?

  • Significant pension contributions can be made
  • Tax free lump sum at retirement
  • Potentially access your fund from age 50

PENSION PLANNING FOR SELF EMPLOYED?

  • Structure pension plans efficiently
  • Contributions depend on age/earnings
  • Retirement age 60-75

MOVING PENSION?

  • Invest/Transfer existing pension assets
  • Any growth within a retirement fund is exempt from tax
  • Potentially access your fund from age 50

Self Administered Schemes

For more information about our Self Administered Pension Schemes. 

Self Administered Personal Retirement Bond

For more information about our Self Administered Personal Retirement Bond.

To contact us email justask@harvestfinancial.ie or call us on 01 2375500


IORPS – Changes for Self Administered Pensions

January 24, 2019
Pension Plan Regulation – Big changes for SSAS’s IORP II updates the EU directive designed to harmonise and regulate Institutions for Occupational Retirement Provision (IORP) also known as pension plans. In th…

Independent Trustee Firm of the Year

December 19, 2020
We are delighted to announce that Harvest Trustees Ltd has received the prestigious award of ‘Independent Trustee Firm of the Year’ at the 2020 Irish Pensions Awards. These awards honour excellence within the Iris…
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Address:
Block 3, The Oval, Shelbourne Road, Ballsbridge, Dublin 4. Postcode: D04 T8F2.
Tel: +353 (0) 1 237 5500, Fax: +353 (0) 1 237 5555. Email: justask@harvestfinancial.ie