Portfolio Clinic 

I want to maximise my children's wealth

Reader Portfolio

Stanley, 61

Description

Sipp, Isa and trading accounts invested in funds and direct shareholdings, VCTs, EIS and SEIS, cash, residential property

Objectives

Generate retirement income, buy second property, maximise own and children's wealth, help children pay student loans, pass on wealth to children tax efficiently

<p>Sipp, Isa and trading accounts invested in funds and direct shareholdings, VCTs, EIS and SEIS, cash, residential property</p>

Stanley is 61 and retired. He is divorced, and has two adult children and one child still at school. 

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