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Liquid Millionaire - isaco

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Stephen Sutherland<br />

Finally, let’s now move on to case study number three.<br />

Case Study 3<br />

In this third and fi nal case study, I have once again used the two calculators<br />

which together will calculate the total amount that the couple’s money<br />

will grow into.<br />

As in case study number two, this couple are not only able to save and<br />

invest £1200 per month, but also have the advantage of already having a<br />

lump sum of tax-free savings.<br />

In this case they have a starting sum of £650,000.<br />

Th erefore once again we need to use a Monthly Savings Plan Calculator<br />

and a Lump Sum Investments Calculator.<br />

Th is means that as well as getting their £1200 per month to grow, they<br />

can also get their lump sum of £650,000 growing too.<br />

And once again, to make things easier, you will also see the total<br />

amount.<br />

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