Portfolio Clinic 

Review your large legacy holdings

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Charles, 67

Description

Isa invested in funds and direct equity holdings, VCTs, cash, residential property

Objectives

Build up a sum of at least £260,000 in next eight years to cover care costs

<p>Isa invested in funds and direct equity holdings, VCTs, cash, residential property</p>

Charles is age 67, and he and his wife are retired. He receives a former employer pension of £46,100, state pension of £10,140 and Disability Living Allowance of £7,740, which is tax-free, per year. His wife receives a former employer pension of £22,172 and state pension of £7,123 per year. Their home is worth about £650,000 and has no mortgage on it. They have no dependents.

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