Retirement and Financial Planning for Company Executives
This service includes analysis of an executive’s overall financial situation, covering pension planning, general lifestyle financial planning and wealth management - all of which are carried out in conjunction with our Tax colleagues to ensure consistency with other tax and inheritance planning issues.
Our comprehensive solution based planning process consists of the following elements:
- Current position assessment
- Financial goal setting and formation of a financial plan
- Execution of recommendations
- Continuous portfolio monitoring, reporting and reassessment
With a full understanding of a client’s financial position and an idea of their financial goals we can offer budgeting advice and identify need areas and cost saving opportunities
We specifically cover:
- Retirement planning for executives, covering
- Product selection
- Funding level analysis
- Investment fund selection
- Transition solutions, including
- Use of PRSA as an asset wrapper
- Maximisation of pension funding opportunities
- OwnCo/FamilyCo set up and pension scheme planning
- Budget and cash flow planning
- Lump sum investment planning (eg inheritance or termination payment)
- Mortgage review
- Risk mitigation planning - life cover, permanent health insurance and private health insurance
Please do not hesitate to contact a member of our Pensions and Reward Services team with any queries you might have.