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William, 51

Description

Isa, Sipp and trading account invested in funds and ETFs. Cash, residential property and land

Objectives

Total return of 5% a year over next 20 years, cut number of holdings and investment costs, pass on assets to relatives and charities

<p>Isa, Sipp and trading account invested in funds and ETFs. Cash, residential property and land</p>

William is age 51 and in full-time employment, and hopes to retire at 60 with an income of about £30,000 a year. He has a defined-benefit (DB) pension with a value of about £679,240, and his home is worth around £360,000 and mortgage-free.

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