Retirement Planning

Although retirement might seem a long way off, it is never too early to start planning for it. At Kinsella Financial, we specialize in working with Self-Employed Individuals and Partnerships, Corporate Clients, PAYE Employees and Company Executives to develop a specifically tailored plan based on your current situation and future plans. Due to the many complexities in this area, having specialist advice is essential to ensure your goals are met while maximizing growth on your funds and capitalising on available tax-reliefs.

We believe retirement planning is an ongoing process so it is also hugely important for us to continually review and communicate with you throughout your working life to ensure the retirement structure you have in place matches your circumstances, general policy and tax-reliefs.

While it is important to have a robust plan and structure in place in preparation for retirement, it is equally as important to have the correct advice and structure in place when you meet your retirement years. In this regard, at retirement we will work with you to develop the correct Annuity or Approved Retirement Fund/Approved Minimum Retirement Fund structure and help you implement this appropriately while maximizing potential returns to you in conjunction with relevant taxation policies.

Please see below for more information:

In February of this year I engaged the services of David from Kinsella Financial regarding obtaining a mortgage. I genuinely cannot thank David enough for all he has done, he understood right from the start how important purchasing my first home was

Gary Martin, OCM Security & Electrical Services, Tullamore.
April 2018