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Portfolio Clinic
October 04, 2024
‘My wife’s care costs will increase by £40,000 – what do I do?’
Portfolio Clinic: Our reader would like to give assets to his children, but the unpredictability of future care costs is paralysing him
September 27, 2024
'Should we invest £135,000 or pay down debt?'
Portfolio Clinic: Our reader wants a comfortable lifestyle in later life but needs a clear plan to make the most of his money. Holly McKechnie helps him figure it out
September 20, 2024
'How do I get £45,000 a year from my investments?'
Portfolio Clinic: After a frugal start to retirement, our reader has inherited a lump sum and wants to invest it for a healthier income
September 13, 2024
'I have £313,000 and am ready to take risks – how should I invest?'
Portfolio Clinic: This reader has a chunky portfolio but wonders if he's on the right track. Dave Baxter finds out
September 06, 2024
'Will our £3.5mn portfolio last us through retirement?'
Portfolio Clinic: Our reader has retired early and wants to know if his current strategy will see him through. Holly McKechnie finds out if he's set for success
August 30, 2024
‘My £134,000 portfolio is utterly disorganised – what do I do?’
Portfolio Clinic: Our reader has only been investing for a few years and fears she is getting it all wrong. Val Cipriani looks at how to add structure to her portfolio
August 23, 2024
‘I've inherited a £6.3mn portfolio with 175 holdings – what do I do?’
Portfolio Clinic: Our reader has found herself with an unmanageable portfolio following the death of her husband. Val Cipriani tries to find ways to help her trim it down
August 16, 2024
'I have cancer – how should I invest for my children?'
Portfolio Clinic:Â Our reader has been forced to increase his savings but he needs a way to invest to cover a range of scenarios
August 09, 2024
'I sold my business – how should I invest my £9mn cash pile?'
Portfolio Clinic: Our reader has done well out of a business sale but now needs a sensible investment strategy to support his family. Holly McKechnie helps find a way
August 02, 2024
'How should I invest my £68,000 lump sum?'
Our reader is about to make a chunky pension transfer. Should he invest the money in one go or drip feed it into the markets? Val Cipriani helps him figure it out
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