Case Study: How to live life to the full and leave an inheritance

Mr and Mrs Godfrey are in their early 60s.  Both have had good careers in the private sector.  They have two daughters, aged 35 and 33.  Both are married with three young children between them.  Mrs Godfrey stopped working only recently and is now drawing upon her private pension.  Mr Godfrey wishes to finish work in the next two years.

They own their home and cleared their remaining mortgage when Mrs Godfrey retired.  They have saved regularly whilst they were both working and have a reasonable sum on deposit.  They have also benefitted from the enormous increase in house prices over recent years.

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