When is Retirement Possible?

When is Retirement Possible?     Client Senior Executive in an Irish Multinational married with 3 grown up children. What they needed help with Understanding when he could afford to retire. Service(s) we provided: WealthPlan® – Invesco’s comprehensive Financial Planning service. Review of pension portfolio to ensure consistent investment strategy Estate Planning advice on transfer…

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Gifting to Grandchildren

Gifting to Grandchildren KEY FACTS Client Retired Individual with 5 Children and 11 Grandchildren What they needed help with Tax efficiently transferring assets to the younger generations Service(s) we provided: Investment portfolio re-design, income preservation strategy and annual transfer of surplus wealth to children and grandchildren Results achieved 15 years on, the client’s portfolio remains…

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