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Use tax wrappers efficiently to hit objectives

Our reader needs to rationalise his portfolio and make better use of tax wrappers if he wants to achieve his objectives

Yusuf Sadiq is 72 and has been investing for 20 years. He says his investment objectives are fairly simple:

Reader Portfolio
Yusuf Sadiq 72

Sipp, Isa and investment account


Annual total return of 4-5 per cent; preserve wealth for wife and family

1. To produce a small income of around 3 per cent and generate some growth to achieve an annual total return of around 4-5 per cent.

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