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Portfolio Clinic
February 28, 2025
'Will my stocks portfolio give me a 5% yield?'
Portfolio Clinic: An experienced stockpicker wants to know if his income strategy is on point. Dave Baxter takes a look
February 21, 2025
‘I’ve ditched my adviser – how do I invest my £800,000?’
Portfolio Clinic: Our readers have long shied away from pensions, tax and investing but want to pick up the baton as they embark on retirement
February 14, 2025
‘How do I shield my £1.3mn portfolio from tax after the Budget?’
Portfolio Clinic: Our readers have a large property and lots of cash. Could investing better allow them to give more to their son tax-free?
February 07, 2025
'Will my racy investments fund an early retirement?'
Portfolio Clinic: A keen 'Fire' movement follower wants to quit the rat race but wonders if his portfolio is up to the task. Dave Baxter takes a look
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
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