Pension Planning
Best Value Pension Plans in Ireland
Pension Plans – Understanding Value, Costs, and Structure A pension plan’s long-term value is primarily determined by two factors: the quality of the investment strategy
16/03/2025
Private Clients
Benjamin Franklin
Boutique wealth management advice to help you protect, grow and pass on your wealth, with a personalised approach tailored to your long-term objectives.
Bespoke Solutions
Our comprehensive wealth management advice supports private individuals, charities and business owners seeking to protect, grow and manage their wealth over the long term.
Our advice covers lump sum investment planning, retirement planning, as well as personal and business legacy strategies.
We recognise that every client’s circumstances are unique. We take the time to understand your objectives before developing a tailored wealth strategy designed around your investment, retirement and protection needs, with a focus on transparency, efficiency and long-term value.
premier protection
Protecting your wealth involves more than safeguarding your income and lifestyle. It also includes protecting your business interests, family wealth and future estate.
We provide tailored wealth protection advice, with particular expertise in key person insurance, shareholder protection and Section 72 estate planning strategies.
We also advise on Section 73 savings plans to help manage potential gift tax liabilities, together with tax-deductible life insurance solutions for company owners and the self-employed.
Where appropriate, and in conjunction with your professional advisers, we can facilitate wider wealth structuring solutions including Discretionary Trusts and Family Partnership arrangements.
Strategic Growth
We design investment portfolios aligned with a range of objectives, including retirement planning, lump sum investing and long-term wealth creation, balancing investment risk, return expectations and costs.
Our approach combines strategic asset allocation with a robust multi-manager investment strategy, tailored to your objectives, attitude to risk and ESG preferences.
Supported by experienced specialists across global investment markets, taxation, pensions and portfolio management, we focus on delivering well-structured investment solutions with transparent and competitive charging.
Bespoke Solutions
Our comprehensive wealth management services, incorporate deposit lump sum investing, pre and post retirement planning, as well as both personal and business protection and legacy strategies.
We appreciate that every client is different with their own exacting needs, and we will work you to understand yours, before delivering a bespoke and comprehensive set of cost and tax-effective solutions.
premier protection
Protecting your wealth can mean protecting your income and lifestyle and or your business ownership and personal estate, for future generations.
We have the agency, knowledge, and experience to provide the most cost-effective and tax-efficient protection solutions, albeit it through life insurance, illness protection, income protection or specialist inheritance tax-planning.
Strategic Growth
Designing bespoke investment portfolios to meet a range of objectives, we deliver the right balance between risk, cost, and reward. Our tailored solutions, also include 24/7 online access with automatic annual reviews and ongoing market updates.
We combine strategic asset allocation advice tailored to specific investors’ needs and objectives, with our robust multi- manager approach, aligned to risk appetite and ESG preference.
Supported by technical specialists with expertise spanning global investment markets, tax, pensions and bespoke portfolio management and we are proud to provide all this, aligned to the most competitively costed outcomes.
Specialist Advice
We partner all leading asset managers operating within in the Republic of Ireland.
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Pension Plans – Understanding Value, Costs, and Structure A pension plan’s long-term value is primarily determined by two factors: the quality of the investment strategy
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Wealth management
Your wealth management questions answered.
Wealth management refers to a professional service that which incorporates structuring and planning wealth to assist in growing, preserving, and protecting it, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes.
Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.
Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.
Wealth management was a primary focus on investment advice, estate planning, retirement planning, and the associated risk management and taxation advice. Wealth managers work closely with their clients to understand their financial situation, objectives, and risk tolerance in order to develop personally tailored strategies to meet their specific needs.
There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.
Our broker service charge is capped at just 0.25% PA, regardless of fund size, or investment type i.e. Pension Plan, ARF, or Lump Sum Investment.
We do not take a broker service charge on lump sum Structure Deposits.
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