Foster Denovo|Useful Tools|My Resources|Case Study: How to live life to the full and leave an inheritance

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.

Read the full case study here.

Download this Resource item

PDF Download

Guide: Helping you to protect your mortgage

Related Resource
Find me an adviser
Start your search

Keep up to date with our latest news

Newsletter sign up

Read our privacy policy, by clicking here.
From time to time, we would like to contact you about news, events and other ways we think we can help you. You can unsubscribe from this at any time using the link within your email or by writing to us. Details can be found within our privacy policy. Please be assured that we will not pass your details on to any third parties.
You can contact me by:
Find me an adviser
accordian map downloadplusminus play-video select-box close downloadmapmapmap mapmapmapselect-boxmap mapvideo arrowarrow arrow