Protecting your wealth


It is important that you control your own financial destiny and that means making your own investment choices, while also protecting them as best as possible. But you also want the tax efficiency that international investment funds can provide to help maximise your returns. Professional Portfolio is designed to help you do both through efficient wealth management solutions.


Name: Elizabeth Newman

Age: 60

Marital Status: Single (widowed)

Dependants: Two children - Declan and Jane - Declan has three children and Jane has two.



Investment Product: Generali Professional Portfolio



How Generali Professional Portfolio can help:


Elizabeth is a busy professional whose work takes her, for extended contracts, to some less politically stable regions. She has a number of grandchildren and is concerned about the rising cost of education and wants to ensure that her grandchildren are financially well looked after when she dies, no matter where she is located.


Elizabeth's Financial Adviser recommends investing in a Portfolio Bond (Generali's Professional Portfolio), with her grandchildren named as beneficiaries. In this way, Elizabeth has the knowledge that her investments are secure in a politically stable area (Guernsey), they can grow free of tax and, if she were to die, her grandchildren will benefit fully from the proceeds, without the need for the death benefit to be administered through her 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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