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Lifestyle Expenditure

Lifestyle expenditure and discretionary purchases

A £30,000 release for a vehicle and travel, and the long-term cost of funding discretionary spending.

Illustrative photograph for the scenario: Lifestyle expenditure and discretionary purchases
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Client profile

Joint applicants, 73 and 72, comfortable but modest income, no dependants relying on the estate.

  • · Replace an ageing vehicle
  • · Fund planned travel while health allows

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Last reviewed 2026-09-13 · editorial

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