These readers want a new home worth about £1.5m, to save money for school fees and invest £2,000 per month in suitable investments.
They should ensure that they are holding their assets tax efficiently
A global equities fund could form the core of their portfolio
Reader Portfolio
Daljit and his wife
30 and 29
Description
Pensions and Isas invested in funds and shares, gold, residential property, cash.
Objectives
Buy new home worth about £1.5m, save money for school fees, find suitable investments and invest £2,000 a month, good income in retirement.
Portfolio type
Investing for goals
Daljit is 30 and his wife is 29, and they have a combined annual income of £150,000. Their home is worth £500,000 and has a mortgage of £400,000.