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ISAs
August 09, 2024
'I sold my business – how should I invest my £9mn cash pile?'
Portfolio Clinic: Our reader has done well out of a business sale but now needs a sensible investment strategy to support his family. Holly McKechnie helps find a way
August 02, 2024
'How should I invest my £68,000 lump sum?'
Our reader is about to make a chunky pension transfer. Should he invest the money in one go or drip feed it into the markets? Val Cipriani helps him figure it out
July 26, 2024
'I'm now in charge of my £860,000 portfolio – can I retire at 60?'
Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation
July 19, 2024
'How do I turn my £270,000 pension into £2mn?'
Portfolio Clinic: Our reader has an ambitious target but may be prioritising pension contributions at the expense of his Isa
July 12, 2024
‘I’m 31 – how should I invest to buy a home and retire?’
Having only begun investing during the pandemic, our young reader is making headway but needs to broaden her fund choices. Taha Lokhandwala takes a look
June 14, 2024
‘Can I pay off my mortgage and retire with £1.5mn?’
Portfolio Clinic: Our reader invested rather than paying off debt when rates were low, but now needs to pay off a loan and boost his retirement funds. Taha Lokhandwala helps find a way
May 31, 2024
'Is my £580,000 Isa ready for retirement?'
Portfolio Clinic: Our reader wants to retire early but his investments might need a makeover
May 03, 2024
'Can we retire at 55 with a £150,000 income?'
Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?
April 23, 2024
Isa and pension transfer times still have a way to go
Platform transfer delays are nothing new, and improvement has been slow to materialise
March 15, 2024
'I’ve lost my confidence – how do I invest my £2.5mn in cash?'
Portfolio Clinic: Our reader has a lot of cash but is paralysed by indecision. Where should he start? Val Cipriani lends a hand
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