Course Details

The pension landscape in Ireland has been dramatically changed in 2023 with the removal of BIK on contributions to PRSA’s. In addition the transition of schemes to Master Trusts is also creating a lot of discussion for clients. The purpose of the course is to take people through the changes, and their impact, and how they may influence discussions with clients in the future.

 

Oliver O’Connor covers the following topics during this session:

  • New PRSA structure and implications
  • Master trust regimes and what this means for existing schemes
  • Is the appropriate pension structure important?
  • Investing corporate funds and the tax implications
  • Update on market(s) and how this may alter advice to clients

 

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CPD Course Speaker

Grant Thornton

Oliver O'Connor

Oliver O’Connor is a partner in Grant Thornton and leads their Financial Advice service offering. Grant Thornton provide pension and investment advice to individuals and corporates in conjunction with the related tax advice.