Investor Views: I Use Shares for Inheritance Planning

Retired investor Peter Charles is hoping his SIPP portfolio will help provide a nest egg for his children and grandchildren

Emma Simon 3 April, 2019 | 11:35AM

Retirement nest eggs

Peter Charles, who retired eight years ago, says his main investment goal is now to supplement a small company pension, while also ensuring there are sufficient funds to leave an inheritance to his two daughters.

Charles who has a SIPP, a stocks and shares ISA and a dealing account with AJ Bell says: “I want to make sure that in the event of my demise my wife has enough money to live comfortably.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Hiscox Ltd890.20 GBX0.59
Homeserve PLC1,264.00 GBX0.00
Legal & General Group PLC184.03 GBX3.38
Royal Dutch Shell PLC B968.70 GBX-0.35
Smith (DS) PLC289.60 GBX4.17
Unilever PLC4,746.00 GBX-0.36

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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