- This investor may have to retire early for health reasons
- She wants to be able to draw £20,000-£30,000 per year from her assets to supplement her partner's salary
- To help build up enough assets she should pay enough into her pension to get the maximum contribution possible from her employer
Pensions, Isa invested in funds and shares, cash, residential property.
Build up assets to help finance early retirement and generate an income of £20,000 to £30,000 per year, get best return possible on money for house deposit, buy new home, build savings for nieces.
Claire is age 42 and earns £75,000 per year. Her partner earns £40,900 per year which will increase to £44,000 in January. Claire is selling their home, and this should result in proceeds of £170,000 which they plan to use as a deposit to buy a new home. They also have a rental property worth about £330,000 with a mortgage of £155,041.