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JGM
JGM, Solicitor
Category: Law
Satisfied Customers: 11154
Experience:  30 years as a practising solicitor.
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I am 68 years old and have a SIPP which has property investments

Customer Question

I am 68 years old and have a SIPP which has property investments and some debt. I have drawn a small tax free portion of it but never taken income. I want to ensure that my wife (also 68) receives all its income throughout her life if I predecease her. When she dies I want any remaining capital to go to my daughter who is not my wife's child and she has three of her own. How do I do that - my pension administrators seem unable to give me worthwhile advice.
Submitted: 3 years ago.
Category: Law
Expert:  JGM replied 3 years ago.
Thank you for your question.

You should deal with this by making a will which has your wishes clearly stated. If you don't have a will already see a solicitor with a view to making one. If you have a will already, change it to suit your defined wishes.

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