Pension Planning

Private client and family wealth

Working out how much you will need to fulfil your dreams for a ‘comfortable’ retirement is something very unique and personal to you. Pension planning, at its simplest, is about successfully tailoring your ‘wealth creation’ and ‘income and asset management’ plan to meet your idea of a ‘comfortable‘ standard of living in retirement.

At RSM Ireland we work with pension experts to ensure that you receive the most up-to-date professional advice when considering setting up a pension or looking to extract cash from an existing pension.

The RSM Ireland tax team will provide you with expert tax advice in advance of you making any decisions that pertains to your retirement fund.

Our advice offering includes:

Tax advice on occupational pensions;
Tax advice on self administered pensions;
Tax advice of foreign pensions and how double taxation treaties may assist you in minimising your tax bill on extracting cash from your pension.