- Our readers wants to know how to go about investing an inheritance
- She has limited investment experience and would like to buy a house in about a decade
- She hopes to minimise her tax liability
Reader Portfolio
Eleanor and Charlotte
21 and 19
Description
Isas invested in equities; cash lump sum to invest
Objectives
Maximise returns above inflation, buy a house in 10 years, reduce tax liability
Portfolio type
Investing for goals
Deciding what to do with a lump sum is a complex decision with financial planning and investment strategy implications. Whether you are an investment veteran or just starting out, it can often feel overwhelming and be emotionally, as well as financially, taxing.