Portfolio Clinic 

An overfunded pension problem

Reader Portfolio

Miles Thomas, 55

Description

Sipps, Isas and property

Objectives

Minimise tax on pension, get income stream from portfolio

<p>Sipps, Isas and property</p>

Miles Thomas is a 55-year-old dentist. He and his wife, who is the manager of his dental practice, own their home which is mortgage free and worth about £950,000, and his surgery which is worth about £275,000. They also have a buy-to-let property held in his wife's name which generates an income of £1,200 a month and is worth about £650,000.

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