- An inheritance has left our reader with a sizeable portfolio
- But his own and the inherited portfolios clash and are different styles
- Can he reshape the investments so he can work less in five years?
Reader Portfolio
Abraham
30
Description
Isa, GIA, property
Objectives
- Reshape portfolio so it can provide an income in five years
- Save and invest for his children
Portfolio type
Investing for income
Life-changing inheritances can be bittersweet. They can transform plans and help settle generations for the future, but often at great emotional cost. Abraham is going through just this scenario. Having inherited significant property wealth and an investment portfolio, he now wants to turn this into a viable income and spend more time with his family.