WM Case Study
Corporate Cash 18 October 2022 Case Study: How we helped a corporate client invest some of their surplus company cash Our corporate client was holding surplus cash on demand deposit with their local bank, receiving no deposit interest on these funds. We helped put together an investment strategy for a portion of these…Read More
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…Read More
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…Read More