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Daniel and his wife, 57 and 55

Description

Pensions, Isas invested in direct share holdings, cash, residential property

Objectives

Supplement retirement income, help children buy homes, pass assets to children tax efficiently

<p>Pensions, Isas invested in direct share holdings, cash, residential property</p>

Daniel is 57 years old and his wife is 55. Between them, they earn around £135,000 a year and have pension income of £44,000 a year. Their three adult children are not financially dependent on them and their home, which is worth around £600,000, is mortgage-free.

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