Individual

The Background

  • Female - early 30's - single
  • Involved in Road Traffic Accident
  • In receipt of compensation claim - €2m


The Issues:

  • Unable to work now or in the future
  • So will have no other income or retirement funding
  • Compensation claim must pay for all expenses - Medical / Healthcare / Living
  • Looking for tax efficient solution to all above


The Solution:

  • Trusted Advisor Group Multi Asset Platform - tactical asset allocation strategy
  • Income need provided via allocation to Irish Government Bonds & supplemented by Canada Life Pecunias Fund
  • Favourable tax status under revenue 'insurance compensation' category
  • Profile of investment strategy to provide income and generate real growth in diversified fashion managing risk
  • Set up half yearly review & rebalancing arrangement