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Portfolio Clinic
March 21, 2025
‘Will buy-to-let or investing help me retire early?’
Portfolio Clinic: Our young reader has a good salary and a house, but should she focus on her Isa, properties or something else? Dave Baxter takes a look
March 14, 2025
‘How do I protect my £2.6mn portfolio from inheritance tax?’
Portfolio Clinic: Our reader has a diverse portfolio, but does the variety make it unmanageable? Holly McKechnie takes a look
March 07, 2025
‘My children inherited £300,000 – how should I invest it?’
Portfolio Clinic: Our reader’s children are in a very fortunate position, but there are some important decisions to make
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
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