Case Studies

Creative Pension Planning – Creating Life Choices
Having helped our Client, a Company Director,  transfer his Defined-Benefit UK pension, we also provided the plans and funding to place five apartments (at a value of €800k) into his pension. This was set up with a Mortgage loan of 50% of the value of the properties. This allowed all rent to be paid tax-free into the pension.   Additionally, this should help deliver a maximum funded pension for our client at age 65, which has enabled pension planning and funding to start for his spouse.  So this client can now look forward to two tax-free lumps sums, two pensions and two different retirement dates.