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Dennis and his wife, 58 and 64


Sipp and Isas invested in funds, VCTs, cash, residential property


Income from investments of £35,000 a year, £200,000 gift to children, preserve capital value of Sipp, pass on assets to children, invest in renewable energy, environmental and social impact investments

<p>Sipp and Isas invested in funds, VCTs, cash, residential property</p>

Dennis is 58 and has recently retired. His wife is 64 and receives a former employer pension of £4,000 a year. They jointly own their home, which is worth £600,000, and a holiday home worth £400,000, neither of which have a mortgage on them.

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