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Portfolio Clinic

April 14, 2023
'I want to retire 鈥� how do I sort out my 拢1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient 拢40,000 income
April 11, 2023
'Can I retire at 65 and have 拢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
鈥楥an we have a 拢50,000 income without drawing our savings?鈥�
These investors want their assets to generate 拢50,000 a year from 2025
March 17, 2023
鈥楬ow can we maximise our capital gains to mitigate tax on interest and dividends?鈥�
These Cyprus-based聽investors want to mitigate tax on interest and dividends
March 10, 2023
鈥業 want to pass on a 拢2.7mn pension 鈥� how do I cut my tax bill?鈥�
These investors have already surpassed the pensions lifetime allowance and need to organise their assets
March 03, 2023
鈥楥an we fund care and leave a hefty inheritance?鈥�
These investors want to pass assets to their children tax-efficiently
February 27, 2023
'Half our assets are in cash 鈥� can we still spend 拢60,000 a year?'
Portfolio Clinic: Our readers will soon need to draw their pensions but need help investing and reducing their tax bill
February 17, 2023
鈥楬ow should I invest my 拢100,000 inheritance?鈥�
Portfolio Clinic: A reader spies an opportunity to revamp her portfolio
February 10, 2023
Can we earn 拢100,000 a year and take three luxury holidays?
Our readers have just stopped using an adviser and want to go at it alone
February 03, 2023
'Can our pension pay 4% a year and retain its value?'
These investors are using their investments to fund an early retirement

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