Portfolio Clinic 

How can I improve my asset allocation?

Reader Portfolio

Duncan, 59

Description

Funds, cash, residential property, pensions

Objectives

Fund care, cover expensive holidays, preserve wealth, grow capital, pass on wealth to godchildren

<p>Funds,&nbsp;cash, residential property, pensions</p>

Duncan is 59, single and has no dependants. His home is worth £950,000 and he owns a property in France which he thinks he could sell for £450,000 after tax. They are both mortgage-free.

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