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Portfolio Clinic
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
July 22, 2022
How do I maximise my portfolio growth ahead of retirement?
A reader mulls his options – including more of a tilt to passives and value funds
July 15, 2022
Am I taking too much income in retirement?
An investor weighs up the best allocation and drawdown rate
July 11, 2022
How do we plug our retirement income shortfall?
A reader looks to tackle a future drop in retirement income
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