The Importance of Financial Planning

Reminder to Submit Your Pension Contribution Before the Pay and File Deadline

We’re just writing to remind you to take full advantage of the generous tax relief available on your 2015 pension contribution before the pay and file deadline of 31st October, or 10th November if you file through Revenue Online Service (ROS).

Depending on your age and income, you may be eligible for up to 40% tax relief on your personal pension contribution for 2015.

Depending on your age and income, you may be eligible for up to 40% tax relief on your personal pension contribution for 2015

Every €100 you contribute to your pension could cost you as little as €60*

* Revenue rules, age and income related rules apply.

With tax free growth on your investment we believe it is a highly efficient and effective method of converting your current income into long term personal wealth.

To take full advantage of this generous tax relief, review your existing pension funds and start your Lifetime Financial Plan please call us at 046 9240961 or visit our website at www.lifetimefinancial.ie

We look forward to hearing from you.

 

Aidan Wall

Aidan Wall

QFA, FLIA, SIA

Aidan Wall is a Qualified Financial Advisor, a Fellow of the Life Insurance Association and a Senior Investment Advisor.
Aidan has been providing impartial financial advice to clients since 1983, and he has acquired vast experience in the areas of Financial Planning, Family Income Protection, Retirement Income and Investments.

E: aidan@lifetimefinancial.ie

Dr Michael Wall

Dr Michael Wall

APA, PhD

Dr Michael Wall, PhD, is an Authorised Product Advisor (APA).
As an Authorised Product Advisor (APA) Michael is working under the mentorship of Senior Financial Advisor, Aidan Wall and has completed his QFA (Qualified Financial Advisor) examinations.

E: michael@lifetimefinancial.ie

The Importance of Financial Planning

Moved Job – Lost Track of your Pension ?

Lost track of your pension after moving jobs?

If you work in a job which includes a Pension, then you have a valuable asset. If you move to another job though, you might have lost track of your pension, especially if you change your address.

Indeed you might have moved job several times, and have several Pension pots. The safest solution may be to take control of these assets yourself so then there is no danger of losing track of them.

If you need help in relation to this or any other financial matter give us a call at Lifetime Financial Planning, Michael 085 866 9813 or Aidan 087 2621 006.