Specialist Financial Advice

Your redundancy settlement, optimized

We provide the forensic analysis needed to maximise your take-home pay and protect your pension entitlements. Don't sign your package until you've calculated the most tax-efficient path forward.

Navigating your redundancy package

Identifying the most tax-efficient exemption

Choosing the right exemption is vital to protecting your settlement. We help you calculate which path yields the highest take-home pay.

Option 1

Basic Exemption

A tax-free allowance of €10,160, plus €765 for every full year of completed service with your employer.

Option 2

Increased Exemption

An extra €10,000 allowance if you haven't used this exemption in the last 10 years — reduced euro-for-euro by your pension lump sum entitlement.

Option 3

SCSB Relief

Standard Capital Superannuation Benefit — this formula often provides the highest relief for long-serving employees with high average earnings over their last 3 years.

Waiving your tax-free lump sum — critical note: If you choose to maximise your tax-free cash now by "waiving" your future entitlement, this does not reduce the value of your pension. Instead, it removes your access to the tax-free portion of that value in the future. We provide the forensic analysis to ensure you understand the long-term impact of this legal choice.

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Tax exemptions

SCSB & redundancy tax estimator

Calculating the tax on a redundancy payment can be complex. In Ireland, you're entitled to the highest of three tax-free exemptions: the Basic Exemption, the Increased Exemption, or the SCSB.

This estimator calculates your SCSB (Standard Capital Superannuation Benefit) alongside the Basic and Increased Exemptions, based on your service history, average pay and pension lump sum.

Use it to see exactly how much of your redundancy package you can take home tax-free, and to identify the most beneficial filing option for your situation.

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Estimated tax-free exemption (best of the three)

Disclaimer: This calculator does not constitute financial advice. Results are estimates based on the figures you provide. Contact Financial Health for professional clarification on your specific circumstances.

Common questions

Redundancy support FAQ

What is the difference between Statutory and Ex-Gratia redundancy?+

Statutory Redundancy is the legal minimum (2 weeks' pay per year of service, plus 1 week), and it's always 100% tax-free. An Ex-Gratia payment is an extra amount paid by your employer — this is taxable, but you can significantly reduce that tax using your Basic, Increased, or SCSB exemptions.

What is SCSB and how does it help me?+

Standard Capital Superannuation Benefit (SCSB) is a tax relief formula that often provides the highest tax-free limit for long-serving employees with high salaries. We calculate this for you to ensure you aren't paying a euro more in tax than legally required.

Should I waive my right to a tax-free lump sum from my pension?+

This is a critical decision. By waiving your future right to a tax-free lump sum from your pension, you can increase your current tax-free redundancy payment. This is only beneficial in specific circumstances, and we provide the comparative analysis to see if it makes sense for your situation.

Facing redundancy and need a second opinion on your figures?

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Tax exemptions on redundancy are subject to lifetime limits (currently €200,000). Calculations are based on your length of service and salary history. This does not constitute financial advice.