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Richard and his wife, 84 and 82

Description

Isa invested in direct shareholdings, cash, residential property

Objectives

Leave money to wife, pass assets to daughter

<p>Isa invested in direct shareholdings, cash, residential property</p>

Richard is age 84, and he and his 82-year-old wife own their home on which they have paid off the mortgage. Richard receives a pension from a former employer which pays him about £30,000 a year, and his wife receives one of about £16,000 a year. He manages his own and his wife’s investment portfolios.

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