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Before ... Married couple aged 60 and 52. No children. Sold small business in the UK, and retired early on health grounds. Own mortgage-free house in Cyprus value £350,000, and have cash value £250,000 which is held in various building societies and banks. No pension income. After ... This couple would like an income of £20,000 p.a., but are happy to take £15,000 p.a. at first. Statistically, the younger of the two is liable to live for a further 30 to 35 years, and bank and building society deposit rates will simply not generate the required level of income. We have structured a low-risk and well-balanced investment portfolio using £225,000 of the cash. This leaves a liquid cash 'buffer' of £25,000 to meet any unexpected expenses. The portfolio, carefully managed, should comfortably meet the couple's income requirements. |
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