Case Study

• A Company Director aged 50 had no existing pension.
   
• Pensions Matter received Revenue Approval for a once-off Euro 1 million investment in a Retirement Trust fund.
   
• Retained profits in the company were Euro 1.3 million.
   
• The company wanted to remove the retained profits and create personal assets but obviously the income tax bill was prohibitive.
   
• Comparison of investing in a Retirement Trust Fund with the likely result of a personal investment had they paid income tax- click here for comparison figures