海角社区

Portfolio Clinic

February 11, 2022
How can we leave assets to our children without incurring excessive IHT?
These investors want to pass assets to their family as tax efficiently as possible
February 04, 2022
What's the best way to transition from rental income to investment income?
This investor wants to sell his rental properties and generate income from investments
January 28, 2022
What is the best way to draw income from our retirement funds?
These investors want to take 拢27,000 a year from their investments tax efficiently
January 21, 2022
Do we hold too many funds?
These investors are targeting growth, but are concerned that they have too many funds
January 18, 2022
How much can I afford to take from my investments?
This investor needs to cover her living expenses with her investments
January 07, 2022
How can I create an income of 拢60,000 a year?
This investor wants his assets to be able start generating 拢60,000 a year within the next 10 years
December 30, 2021
Can we afford to retire at 65 and fund school fees?
These investors want to retire at age 65 on 拢50,000 a year
December 22, 2021
How can we pass assets to our children tax-efficiently?
These investors want to make gifts to their family and reduce their IHT liability
December 10, 2021
How can I reduce my IHT liability and number of investments?
This investor wants to reduce his IHT liability and make his portfolio easier to manage
December 03, 2021
How can we retire in 10 years on 拢50,000 a year?
These investors want 拢40,000+ a year from their investments when they retire

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