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Muriel, 75

Description

Sipp, Isa and investment account invested in funds and direct share holdings, cash, residential property

Objectives

Supplement pensions income, cover one-off expenses, fund any later life care costs, leave money to family and charities, investment returns slightly ahead of inflation

<p>Sipp, Isa and investment account invested in funds and direct share holdings, cash, residential property</p>

Muriel is age 75 and has been retired since 2004. Her husband passed away in 2018 and she does not have any children, but she has a sister, nephews and nieces, and in-laws. Her state and widow's pensions currently pay her an income of about £20,500 a year, and her home is worth about £850,000 with no mortgage.

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