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Peter and Jane, 70 and 67

Description

Sipp, Isa, trading account, cash and property

Objectives

Supplement pensions income, 2% return while preserving capital value, pass on assets to children, simplify portfolio

<p>Sipp, Isa, trading account, cash and property</p>

Peter and Jane are aged 70 and 67, and have two children who are financially independent. They own their home.

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