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Charlie and his wife, 65 and 60

Description

Isas and trading account invested in shares and funds, cash, residential property

Objectives

Income of £15,000 a year, revise geographical allocation

<p>Isas and trading account invested in shares and funds, cash, residential property</p>

Charlie is 65 and his wife is 60. Their state pension and Charlie’s company pension income amounts to £110,000 a year before tax, and covers most of their current expenditure. Drawdowns from their investment portfolio covers their other expenses by a comfortable margin. They estimate that their home, which is mortgage free, is worth around £750,000. They do not have children or any close family so will leave their estate to charity.

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