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Sam and his wife, 78

Description

Sipps, Isas, trusts and trading accounts invested in shares and funds, VCTs, unquoted investments cash, residential property.

Objectives

Preserve investments’ capital value, annual total return of 2-3 per cent a year, pass assets to family tax efficiently, reduce number of holdings.

<p>Sipps, Isas, trusts and trading accounts invested in shares and funds, VCTs, unquoted investments cash, residential property.</p>

Sam is 78, and he and his wife have a son. Their home is worth about £2m and mortgage-free.

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