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