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Maximising growth on £2.5m portfolio at age 55

Rod's substantial portfolio needs rationalisation and tax planning in the run up to retirement

Rod Church is 55 and has a £2.5m portfolio spread across 100 assets. He wants to maximise capital growth over the next six to 10 years in the run-up to his retirement, with the aim of generating £125,000 annual income.

He says: "I am active in investing in private companies and do look to balance and diversify in other areas. I also have a fairly large exposure to property via some private development projects. I am assuming that I will liquidate property to the value of around E1m in the period up to retirement. I do not have much in the way of income so tend to draw down from capital for living expenses. I do not have ambitions to leave much behind."

He owns property abroad as well as in the UK and describes his attitude to risk as "balanced".

Reader Portfolio
Rod Church 55
Description

Shares, funds and investment property

Objectives

£125k annual income

 

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