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Reader Portfolios
March 17, 2023
‘How can we maximise our capital gains to mitigate tax on interest and dividends?’
These Cyprus-based investors want to mitigate tax on interest and dividends
March 10, 2023
‘I want to pass on a £2.7mn pension – how do I cut my tax bill?’
These investors have already surpassed the pensions lifetime allowance and need to organise their assets
March 03, 2023
‘Can we fund care and leave a hefty inheritance?’
These investors want to pass assets to their children tax-efficiently
February 27, 2023
'Half our assets are in cash – can we still spend £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
‘How should I invest my £100,000 inheritance?’
Portfolio Clinic: A reader spies an opportunity to revamp her portfolio
February 10, 2023
Can we earn £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
January 27, 2023
'Can I go part-time now and still afford to retire later?'
An investor with variable income asks how to make the most of his investment pots
January 20, 2023
'Can I retire early and help my children onto the housing ladder?'
This investor wonders what would be a sensible drawdown rate
January 13, 2023
'How big should my pension be if I want to retire in 20 years?'
This investor neglected his retirement planning and now needs to grow his pension pot
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