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'How do I simplify a £2.6mn portfolio for my wife?'

Portfolio Clinic: Our reader has amassed significant wealth but via some overly complicated portfolios
'How do I simplify a £2.6mn portfolio for my wife?'Published on December 20, 2024
  • Ajay and his wife have substantial assets but one goal is to achieve greater simplicity
  • Other worries such as IHT liabilities also need to be considered
Reader Portfolio
Ajay 71
Description

Isas, pensions, cash, bitcoin and property

Objectives

Simplify portfolio in case his wife takes over

Portfolio type
Investing for growth

Investing over the long term can result in good capital gains and provide peace of mind in retirement. However, portfolios and individual circumstances also grow more complicated over time, meaning even the most experienced investor sometimes needs to simplify things.

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