Portfolio Clinic 

What is the best way to cover the cost of my new house

Reader Portfolio

Earl, 66

Description

Sipp, Isa and general investment account invested in funds and shares, unquoted company, cash, residential property

Objectives

Annual income of £38,275, buy a new home worth £1m, leave assets to godchildren

<p>Sipp, Isa and general investment account invested in funds and shares, unquoted company, cash, residential property</p>

Earl is 66 and retired. He receives pension income of around £11,000 a year, and £20,000 in interest and dividends from investments outside tax-efficient wrappers. His home is worth about £560,000 and mortgage-free.

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