- 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.