de8c.jpg)
- Preserving your pension is no longer a viable IHT strategy
- Our reader is about to downsize and will have cash to reallocate
- Is his portfolio diversified enough?
Reader Portfolio
Alan and Ruth
73 and 67
Description
Isa, pension
Objectives
Drawing an income from the portfolio, reducing IHT
Portfolio type
Investing for income
Making a financial plan and sticking to it requires time, long-term thinking and discipline. So when the government comes in and subverts the rules of the game, people find it understandably frustrating.