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Portfolio Clinic
May 09, 2023
‘Is £1.4mn enough to retire on while taking three holidays a year?’
Portfolio Clinic: These business owners’ array of assets needs to last a long retirement and also help their children
April 28, 2023
'I want to buy a £1mn home – how should I invest?'
Portfolio Clinic: Our reader wants to get the most out of his investment and achieve his property dream
April 21, 2023
‘Can I grow my investments by 20% a year?’
Portfolio Clinic: Our retired reader wants to boost his investments to pass on an inheritance and pay for care
April 14, 2023
'I want to retire – how do I sort out my £1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income
April 11, 2023
'Can I retire at 65 and have £30,000 a year?'
Portfolio Clinic: Our reader wants to know whether he has enough to get married, buy a home and retire
March 24, 2023
‘Can we have a £50,000 income without drawing our savings?’
These investors want their assets to generate £50,000 a year from 2025
March 17, 2023
‘How can we maximise our capital gains to mitigate tax on interest and dividends?’
These Cyprus-based investors want to mitigate tax on interest and dividends
March 10, 2023
‘I want to pass on a £2.7mn pension – how do I cut my tax bill?’
These investors have already surpassed the pensions lifetime allowance and need to organise their assets
March 03, 2023
‘Can we fund care and leave a hefty inheritance?’
These investors want to pass assets to their children tax-efficiently
February 27, 2023
'Half our assets are in cash – can we still spend £60,000 a year?'
Portfolio Clinic: Our readers will soon need to draw their pensions but need help investing and reducing their tax bill
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