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Fifty is the new Sixty Five Thumbnail

Fifty is the new Sixty Five

When I arrived in Ireland in 2008 the Standard Fund threshold was €5.4M for pension benefits. Today it is just €2m with pension benefits accrued above this taxed at an effective marginal rate of up to 71%. However, post retirement fund (ARFs/Vested PRSAs for example) are not subject to the excess tax charge and therefore for many people getting the money out of the pension at age 50 is now the most logical strategy.

How safe is my pension? Thumbnail

How safe is my pension?

With the media once again full of stories of what can go wrong with Financial Products and Companies Its hardly surprising that one of the questions we are frequently asked is "where does my money actually go, and how safe is it?"

Things that cost about €50 per month Thumbnail

Things that cost about €50 per month

Things that cost about €50 per month. Our Financial Planning Service for those with high disposable incomes. Terms and conditions apply and an initial fee is payable of at least €500 subject to the complexity of your circumstances

Physician heal thyself Thumbnail

Physician heal thyself

The GMS Pension is administered by Mercer and most Doctors and GPs will contact Mercer for advice on their retirement options. We believe that such an important decision warrants objective Independent Financial Advice.

In search of the perfect investment portfolio Thumbnail

In search of the perfect investment portfolio

In our experience, many investors find it difficult to achieve the returns that the markets offer over time due to an improper understanding of investment risk, costs and taxes. If you have a lump sum to invest we aim to help you to earn the return you are entitled to for the risks you take whilst keeping costs and taxes under control. The distinguishing features of our Wealth Management service are our expertise, transparency and willingness to challenge the status quo for the benefit of our clients.