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Reader Portfolios
May 12, 2023
'Will our portfolio beat inflation over the long term?'
An investment club returns to the Portfolio Clinic to see if it's still on track
May 09, 2023
‘Is £1.4mn enough to retire on while taking three holidays a year?’
Portfolio Clinic: These business owners’ array of assets needs to last a long retirement and also help their children
April 28, 2023
'I want to buy a £1mn home – how should I invest?'
Portfolio Clinic: Our reader wants to get the most out of his investment and achieve his property dream
April 21, 2023
‘Can I grow my investments by 20% a year?’
Portfolio Clinic: Our retired reader wants to boost his investments to pass on an inheritance and pay for care
April 14, 2023
'I want to retire – how do I sort out my £1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income
April 11, 2023
'Can I retire at 65 and have £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
‘Can we have a £50,000 income without drawing our savings?’
These investors want their assets to generate £50,000 a year from 2025
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
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