Advantage of Expert Knowledge

We reviewed, on behalf of a potential client, his retirement options as they were laid out him by his insurance company. The insurance company were offering the client a tax free lump sum of circa €38,000. Through an initial fact-finding meeting with the individual we discovered that it was possible that he was eligible for a much higher tax free lump sum, and negotiated with the Insurance company on his behalf to secure him a tax free lump sum in excess of €75,000 in respect of the same pension fund.