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Jeffrey and his wife, 71 and 69

Description

Sipps and Isas invested in funds and shares, residential property, cash

Objectives

Supplement pension income by £20,000 a year from investments, leave assets to daughter

<p>Sipps and Isas invested in funds and shares, residential property, cash</p>

Jeffrey and his wife are ages 71 and 69, are retired, and have an adult daughter who is financially dependent on them. They get a total annual income of £50,000 from their state and occupational pensions, and rental income. They jointly own their home, which is worth £450,000. And they have two buy-to-let properties worth £120,000 and £200,000, held within a private limited company, which each give them income of £6,000 a year after expenses. All the properties are mortgage-free.

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