Services

Retirement Planning

Saving for your future, by setting aside funds now to provide you with an income when you retire is essential. RBK’s private client team provides independent, confidential advice to help you understand your options both now and when you reach retirement age.

Pre-Retirement

Our private client team’s pre-retirement planning services include:

  • Explaining the options and helping you set up an appropriate pension structure
  • Assessing your attitude to risk
  • Identifying and advising on suitable investment alternatives
  • Monitoring the ongoing performance of your pension
  • Identifying your optimal level of pension contribution, and
  • Maximising tax reliefs

For more information or to discuss your specific requirements, please contact a member of our team.

Post-Retirement

At retirement age, private individuals often have difficult financial choices to make. Our private client team will explain your options and advise you on:

  • Maximising your tax free lump sum entitlement
  • Minimising chargeable excess pension tax
  • Options for the purchase of a lifetime pension income or investment of post-retirement funds in an Approved Retirement Fund
  • Post-retirement investment alternatives
  • Preserving your pension capital
  • Passing on your capital to the next generation

Other Services

RBK’s private client team also advises on:

  • Life Company Personal Pension Plans & Buy Out Bonds
  • Self-directed Personal Pension Plans & Buy Out Bonds
  • Personal Retirement Savings Accounts (PRSAs)
  • Additional Voluntary Contribution Contracts (AVCs)
  • Executive Self-Administered Pension Plans
  • Chargeable Excess Tax
  • Life Company and Self-directed Approved Minimum Retirement Funds
  • Life Company and Self-directed Approved Retirement Funds
  • Pension Annuities

For more information or to discuss your specific requirements, please contact a member of our team.

Team Members

Yann Harrison

Wealth Management Consultant

+353 90 6480600
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