- This reader has a good level of assets, but has £229,000 in shares held outside of an Isa
- How can he avoid a huge tax bill and make the best use of his portfolio?
Reader Portfolio
Thomas
69
Description
Pension, shares, modest Isa, property
Objectives
Reduce tax liabilities and grow pension at 5 per cent a year
Portfolio type
Managing tax
Investing for the long term can often seem simple enough: put money to work, don't forget to diversify and stick to the process. But those who have successfully amassed wealth over time can often find this brings complications.