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Inheritance lump sum

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Comments

  • Isla1972
    Isla1972 Posts: 19 Forumite
    10 Posts First Anniversary Name Dropper
    wjr4 said:
    Isla1972 said:
    I'm 51 
    Own my own property £315.000
    Work in retail 
    Earn £19.000 before adjustments 
    Savings 20.000 in stocks and shares 
    Have £10.000 in Tesco shares 
    All this is before inheritance 
    How much is in your workplace pension? Who is it held with? 

    Which age do you want to fully retire, if any? 

    Have you got any large planned expenditure eg house repairs? 

    What do you want out of life? Any bucket list items you want to tick off? 

    Search your local Facebook group for IFA recommendations, but do not speak with anyone who is linked to St James Place/SJP! A google search for local IFAs, check reviews on VouchedFor (although a lot of IFAs aren’t on there, myself included, but it is a good place to start). 


    Not very sure  on my pension I'm.in a old and a new pension with tesco 
    The older one was a better one 
    I've always paid in and recently upped .my bit so tesco match it 
    I have no grand goals other than up grade my vw camoervan in about 5 yrs and
    Im planning to redecorate my house next march 
    Not sure when i want to retire but wouldn't mind cutting my hours a bit 

    Hope that answers a few questions 




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