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Portfolio Clinic

September 01, 2023
'My kids' savings are in poor funds 鈥� what do I do?'
Portfolio Clinic: After reviewing his own investments, our reader realised his children's sizeable savings have not been returning what he expected
August 25, 2023
'How do I get 10% a year from my 拢470,000 portfolio?'
Portfolio Clinic: Our reader has too many holdings and needs to tidy up his investments ahead of retirement
August 18, 2023
'I've ditched buy-to-lets 鈥� can I invest and earn 拢30,000 a year?'
Portfolio Clinic: Our reader embarks on an ambitious hunt for dividends
August 11, 2023
'How do I use a 拢500k pension to buy a bigger home?'
Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?
August 04, 2023
'I need 4% a year from my pension 鈥� what do I do?'
Portfolio Clinic: Our reader's investments are spread all over, but she now needs a manageable and stable income plan
July 28, 2023
'I've sacked my adviser 鈥� how do I run my 拢2.3mn portfolio?'
Portfolio Clinic: Our reader wants to take back control of his investments
July 21, 2023
'How should we invest a 拢320,000 inheritance?'
Portfolio Clinic: Two sisters are pondering how best to invest a lump sum so they can buy a house in 10 years' time
July 14, 2023
'How do I shift from growth to income?'
Portfolio Clinic: Our reader needs income but also wants to make sure he has something to bequeath to his daughter
July 07, 2023
'Is it time to overhaul my 拢260,000 Isa?'
Portfolio Clinic: Our reader has been focused on growth stocks for some time and thinks it's time to go a different way
June 30, 2023
'How should I invest my 拢4.4mn portfolio to avoid IHT?'
Portfolio Clinic: A reader dislikes the 'iniquitous' tax and wants to minimise his liability

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