Portfolio Clinic

July 21, 2023
'How should we invest a £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 £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 £4.4mn portfolio to avoid IHT?'
Portfolio Clinic: A reader dislikes the 'iniquitous' tax and wants to minimise his liability
June 23, 2023
'How can we cut our £500k inheritance tax bill?'
These investors do not spend all their income and have a large property portfolio
June 16, 2023
'I've lost confidence in my investing skill – what should I do?'
Portfolio Clinic: Our reader wants to grow his savings to leave a sizeable inheritance but needs help picking a new strategy
June 09, 2023
'I want to start a family – how should I invest my £233,000 Isa?'
This investor wants to buy a larger home but also retire early at the age of 60
June 02, 2023
'Is our pot big enough to pay out £72,000 a year?'
Portfolio Clinic: Our readers want their £900,000 investment pot to fund their retirement and to be an inheritance
May 26, 2023
'How do I invest for income and gift money to my kids?'
This investor hopes to travel when he retires in about 10 years
May 19, 2023
‘Can we have a £50,000 a year pension?’
Portfolio Clinic: Our readers have a myriad of pensions but need to find a way to fund an early retirement

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