皇家华人

Portfolio Clinic

March 04, 2022
What is the best way to generate 拢25,000 a year from my pensions?
This investor wants to draw from his pensions as tax efficiently as possible
February 25, 2022
How can we transfer wealth to future generations tax efficiently?
These investors want to help future grandchildren to pay for education costs and buy homes
February 21, 2022
How can we grow our asset base as aggressively as possible?
These investors should look to pay down debt and hold their assets tax-efficiently
February 11, 2022
How can we leave assets to our children without incurring excessive IHT?
These investors want to pass assets to their family as tax efficiently as possible
February 04, 2022
What's the best way to transition from rental income to investment income?
This investor wants to sell his rental properties and generate income from investments
January 28, 2022
What is the best way to draw income from our retirement funds?
These investors want to take 拢27,000 a year from their investments tax efficiently
January 21, 2022
Do we hold too many funds?
These investors are targeting growth, but are concerned that they have too many funds
January 18, 2022
How much can I afford to take from my investments?
This investor needs to cover her living expenses with her investments
January 07, 2022
How can I create an income of 拢60,000 a year?
This investor wants his assets to be able start generating 拢60,000 a year within the next 10 years
December 30, 2021
Can we afford to retire at 65 and fund school fees?
These investors want to retire at age 65 on 拢50,000 a year

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