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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 as we set out in more detail in this post

For those with pension funds likely to hit the €2m cap, we set out an analysis and possible planning strategies in our new guide 



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