Managing your estate


When you have worked hard to accumulate personal wealth over the years, you owe it to yourself and your family to ensure that your estate is effectively managed. There are a number of things you can do to ensure that the benefits of your success are passed on to the people you want to enjoy them and Professional Portfolio can help through effective estate planning solutions.


Name: Bill Thompson

Age: 58

Marital Status: Single

Dependants: One daughter, Lorraine who has three children



Investment Product: Generali Professional Portfolio



How Generali Professional Portfolio can help:


Bill has a pension income that meets most of his day-to-day needs but he may need to have access to some of his savings to support his lifestyle in retirement.


While Bill is in good health, he recognises the benefits of advanced financial planning. His Financial Adviser recommends investing in a Portfolio Bond (Generali's Professional Portfolio), with his grandchildren named as beneficiaries.


In this way, Bill can have quite a bit of control over his investments through the open architecture structure, flexibility to adapt to any changes in his circumstances and the knowledge that if he were to die, his grandchildren will benefit fully from the proceeds, without the need for the death benefit to be administered through his estate (Guernsey Grant of probate).



Please note: The information in this case study is for information and illustrative purposes only and does not constitute legal or financial advice. Generali Professional Portfolio Terms and Conditions must be read along with the full Product Brochure and Details Guide and advice sought from your Financial Adviser before any investment decision is made.



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