Accessing benefits early is subject to a number of Revenue rules. Specifically, Revenue requires an individual to cease all ties with their employer company. This is something that requires careful attention before accessing pension benefits early. We are experienced at working with both clients and Revenue to ensure that clients maximise their early retirement benefits while keeping within the Revenue rules.
The tax system for pensions has experienced a number of changes since the downturn in 2008. Now, more than ever before, is it worthwhile seeking expert pension advice in relation to pre- and post-retirement issues.