Retirement Asset Services

Features

• Attractive retirement products such as the Personal Retirement Portfolio and the Director's Retirement Portfolio
• Products are supported by quality advice to ensure clients are benefiting to the maximum from the tax allowances available
• The retirement fund is structured as a personalised, managed
• Clients are assigned a dedicated, qualified portfolio manager
• A tailored investment strategy is created for each client
• Investment management can be carried out on a discretionary or advisory basis. If the client chooses our discretionary management service, we make all the investment decisions on their behalf, strictly within the context of an agreed overall strategy. In the case of advisory management, we make recommendations based on our knowledge of the client's requirements, but the final decision rests with the client
• Valuations and statements of your account are provided semi-annually

Benefits

• Contributions are tax deductible within certain limits for personal and corporate contributions
• Accumulating funds enjoy tax-free investment growth. The level of tax payable on maturity of these portfolios is dependent on the option taken by the investor upon exit
• You have control and input into how your retirement fund is managed
• Access to the same portfolio management services whilst availing of tax efficiency
• A one to one client / portfolio manager relationship exists and is
• Your Portfolio Manager is supported by a team of over 300 people and we offer quality advice to ensure that you benefit from the maximum tax efficiencies available

Eligibility

• For the Personal Retirement Portfolio the maximum earnings for pension purposes for 2008 is €275,239, the amount you contribute will depend on your age and your net relevant earnings for the tax year. You can consolidate existing personal pension arrangements by transfers from existing schemes
• For the Director's Retirement Portfolio - Owner/Directors and higher earning employees who are focussed on the management of personal and corporate taxes and the creation of assets outside of their business

Further Information

•  View/download the Retirement Asset Services pdf document.
•  View/download the Personal Retirement Portfolio pdf document.

Contact

For further information or product details:

Clients or potential clients are advised to seek professional advice, should they wish to act on the above. Taxation legislation is subject to change without prior notice and the above is based on our understanding of the law, tax and revenue practice at time of publication.

Goodbody Stockbrokers do not provide taxation advice.