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Simon, 59

Description

Isas, trading accounts, property and VCTs

Objectives

Supplement retirement income and help children

<p>Isas, trading accounts, property&nbsp;and VCTs</p>

Simon is 59 and married with two daughters aged 19 and 23. He plans to retire early next summer from his role as a finance director of a small UK company. He and his wife, who no longer works, jointly own the family home that is valued at about £700,000 and mortgage free. His wife also owns a buy-to-let property worth £300,000 that is let for £900 a month net and is mortgage free.

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