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Inheritance - does this sound sensible?

5 replies

GotMyBigTeethOn · 24/05/2022 17:49

Hi all. I'm 52 and thinking about later life. I have a fairly small (£48k) pension that including employer and tax contributions I'm putting £350 a month into. I earn £29k a year so not masses but have low outgoings as I live in a housing association flat and until a couple of years ago I used to earn a lot less (hence the small pension pot so far) so I guess I'm just pretty careful. I'm currently waiting for sale after probate to go through but it looks like I'm set to inherit £60k. Have one child at uni who comes home in the holidays.

I did think of trying to use the inheritance as a house deposit and belatedly trying to get a mortgage. But two bedroom places here are loads, at least £200k and on my wage at my age, on my own, it's just not doable. I don't want less than two bedrooms because for the next few years at least I would like to have a home that can accommodate my child as they move into adulthood, have them stay for Xmas and breaks etc.

I also thought about putting the whole thing into my pension to try and bump it up but pension money is less flexible than other money.

So now I'm thinking that I will invest it and in 15 years' or so time use that to supplement my eventual pension, having spent another 15 years paying into it, hopefully to have a few nice years of being able to take trips to places before I get too old to do so. The rest will go on rent and council tax etc, same as my pension will.

I can pass the flat on to my child both during my life and by succession, so they will always have somewhere to live if they want to take on the tenancy. So that is kind of taken care of. And I of course have this secure tenancy myself so I am taken care of.

Does this sound sensible? I know that received wisdom is it's always better to own property, but doing it this way means I have security for me and my child plus maybe a bit of enjoyable retirement time for a couple of years.

OP posts:
Cavviesarethebest · 24/05/2022 17:55

If you put It into your pension you would get really good tax breaks but yes there would be less flexibility.

can you keep say £10k in an emergency pot invested in safe stocks and then out the rest into your pension?

noting that youbwill
need to plan how to put it into your pension to maximise tax advantage

GotMyBigTeethOn · 24/05/2022 18:06

Yes I think I would have to split it over two years I think?

I guess what I'm also worried about is that ok I'm paying in a fair bit now to my pension, but if I get ill or injured and can't work etc then it won't grow very much which would mean the money being used for small annuities or I'd be paying tax on drawdowns. Whereas if it's in savings it's up to me and I can use it as and when I want or need to.

OP posts:
Cavviesarethebest · 24/05/2022 18:17

chrck the rules for accessing pension if Ill?

GotMyBigTeethOn · 24/05/2022 18:22

Good point. I think it changes at 55 which is soon for me! Hmm thank you, something to think about. If I can get the tax breaks and the flexibility with the pension then that is the best thing to do.

OP posts:
Babyroobs · 24/05/2022 23:02

Are you sure about the tenancy issue being passed on ?? Surely your child has to actually be living there when you die?

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