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Portfolio Clinic
January 31, 2025
'Can we afford retirement and support our family?'
Portfolio Clinic: Our reader needs a better balance between growth and income in her portfolio. Holly McKechnie looks at the options
January 24, 2025
'How should I invest my pension so I can travel the world?'
Portfolio Clinic: Our readers want to start selling their shares, but their goals require a more aggressive strategy. Val Cipriani takes a look
January 17, 2025
'Can I gift to cut IHT and still live off my portfolio?'
Portfolio Clinic: Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the options
January 10, 2025
‘How do I turn my £1.7mn inheritance into an income?’
Portfolio Clinic: Our reader has received a hefty legacy and wants to use it to cut back on work and spend time with his young family. Taha Lokhandwala looks at the options
January 03, 2025
'How do I move my £500,000 portfolio from growth to income?'
Portfolio Clinic: Our readers need to adapt their investment strategy as they get ready to retire. Holly McKechnie explores the options
December 27, 2024
‘My IHT plans are in tatters after Labour’s Budget – what do I do?’
Portfolio Clinic: Our reader needs a new IHT plan and might have to rethink his risk profile too
December 20, 2024
'How do I simplify a £2.6mn portfolio for my wife?'
Portfolio Clinic: Our reader has amassed significant wealth but via some overly complicated portfolios
December 17, 2024
'More bonds and check your funds': Lessons from the Portfolio Clinic
Find out what other readers got wrong this year, so you can get it right
December 13, 2024
'Can I retire at 55 on £70,000 a year?'
Portfolio Clinic: A redundancy payout means our reader is ready to stop work and travel the world. But is his portfolio ready for the challenge? Taha Lokhandwala finds out
December 06, 2024
'Can we invest our way to £1.5mn and save the planet?'
Portfolio Clinic: Our readers want to be climate-conscious but are worried about reaching their financial goals. Holly McKechnie explores the options
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