Portfolio Clinic 

The best way to split an inheritance

Reader Portfolio

Stephen, 59




Average growth of more than 8 per cent a year for three to four years, after which stable income of 1.6 per cent to 2.5 per cent a year, with opportunity for growth


Stephen is 59 and has recently inherited around £80,000 following the death of his father, along with three other beneficiaries who will receive an equal amount. The portfolio they are inheriting was set up by Stephen and his brother in 2014 to help cover their father's care home costs, and grow over three to seven years. Stephen plans to use some of the legacy as an addition to his existing pension provision.

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