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Portfolio Clinic
September 23, 2022
How can I best complement my annuity income?
A reader wonders if now is the time to deploy some cash
September 16, 2022
Can I build up a £100,000 portfolio in four years?
This new investor hopes to grow his portfolio to a value of £100,000 in four years
September 09, 2022
Can I draw £30,000 a year from a pot of about £700,000?
This investor wants to reduce his working hours and supplement his income by drawing from his investments
September 06, 2022
How can we gradually increase the value of our investments?
These investors want to pass their assets onto their children
September 01, 2022
How should I invest to protect my wealth in real terms?
This investor wants to cover possible care costs, and pass on assets to godchildren and charities
August 25, 2022
Can I retire at 58 on £60,000 a year?
Experts help a reader with his early-retirement strategy
August 16, 2022
How should I invest to generate a reliable income?
This investor wonders what is a sensible level of cash holdings in the current environment
August 12, 2022
Can we generate an annual income of £50,000 from 2024?
These investors plan to draw from their investments before they start to receive their state pensions
July 29, 2022
How do I generate a £70,000 yearly income?
A reader asks how to optimise his portfolio – and whether to return to the workforce
July 28, 2022
What does HMRC consider to be a tax-exempt gift?
A readers asks for clarification of the tax treatment of gifts
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