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Daniel and his wife, 57 and 55


Pensions, Isas invested in direct share holdings, cash, residential property


Supplement retirement income, help children buy homes, pass assets to children tax efficiently

<p>Pensions, Isas invested in direct share holdings, cash, residential property</p>

Daniel is 57 years old and his wife is 55. Between them, they earn around £135,000 a year and have pension income of £44,000 a year. Their three adult children are not financially dependent on them and their home, which is worth around £600,000, is mortgage-free.

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