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Donald, 72

Description

UK and overseas shares, Singapore Reits, direct bonds, property and cash

Objectives

5% growth, 2% income. Help children financially.

<p>UK and overseas shares, Singapore Reits, direct bonds, property&nbsp;and cash</p>

Donald is 72 and lives in Singapore with his wife. Their home is worth around £7m and they also have a flat in London worth £2m, which they plan to spend more time in when visiting their children and grandchildren. Their equity and bond investments produce an income of £52,800 a year, and Donald also receives £3,400 a year from pensions. They do not have any debt.

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