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Portfolio Clinic
April 22, 2022
Should I buy a home or keep investing?
A reader weighs up property versus further investment
April 19, 2022
How should I grow my investments to fund my family's large expenses?
This investor wants to grow the value of his investments to fund large expenses
April 08, 2022
How should my daughter invest her Lisa?
This investor is looking to buy a first home and save for retirement
April 01, 2022
What are the best investments for giving our son a good start in life?
These investors want to grow their son's investments to give him a good financial start to adult life
March 28, 2022
How do I calculate the amount of annual income I need in retirement?
This investor wants to work out if £40,000 a year will be enough when he retires
March 18, 2022
Can we make good returns without investing in dictatorships?
This investor wants a 5 per cent annual return and to support British businesses
March 11, 2022
Do we have an IHT liability?
These investors would like to pass their assets to their children tax efficiently
March 04, 2022
What is the best way to generate £25,000 a year from my pensions?
This investor wants to draw from his pensions as tax efficiently as possible
February 25, 2022
How can we transfer wealth to future generations tax efficiently?
These investors want to help future grandchildren to pay for education costs and buy homes
February 21, 2022
How can we grow our asset base as aggressively as possible?
These investors should look to pay down debt and hold their assets tax-efficiently
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