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Shimajo and his wife, 62 and 56

Description

Sipps, Isas and trading accounts invested in funds and shares, defined benefit pension, cash, residential property

Objectives

Retire within five years and get an income of 3.5 per cent a year from investments, help children pay off student loans and buy homes, pass investments to children

<p>Sipps, Isas and trading accounts invested in funds and shares, defined benefit pension, cash,&nbsp;residential property</p>

Shimajo is 62 and his wife is 56, and their combined income is £150,000 a year. Their home is worth £900,000 and has an outstanding mortgage of £60,000 on it, which should be paid off in the next two years. They have two children who have amassed large student loans, which they plan to help pay off. They also want to help them with deposits to buy homes.

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