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Financial Planning

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How much cash to hold in retirement
November 03

How much cash to hold in retirement

Once you stop working, your approach to cash needs to change
How to invest if you are self-employed
October 27

How to invest if you are self-employed

Investing can help supplement income and navigate pay fluctuations 
‘I have £2.3mn but 62 investments – am I retirement ready?’
November 07

‘I have £2.3mn but 62 investments – am I retirement ready?’

Portfolio Clinic: Our reader needs help simplifying his strategy as he and his wife embark on their next chapter. Taha Lokhandwala lends a hand
How to return to work if retirement isn’t for you
September 30 September 30

How to return to work if retirement isn’t for you

‘Un-retiring’ is happening more often – here’s what you need to know
What to do if you’ve neglected your pension 
October 20 October 20

What to do if you’ve neglected your pension 

It’s never too late to sort out your pension, but the sooner you act, the easier things will be
October 30 October 30

The government’s new pension plan might hurt DIY investors

Legislation for hybrid workplace pensions is here, but won’t work for those who don’t mind taking control
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Pensions & Retirement

‘I have £2.3mn but 62 investments – am I retirement ready?’
November 07

‘I have £2.3mn but 62 investments – am I retirement ready?’

Portfolio Clinic: Our reader needs help simplifying his strategy as he and his wife embark on their next chapter. Taha Lokhandwala lends a hand
How much cash to hold in retirement
November 03

How much cash to hold in retirement

Once you stop working, your approach to cash needs to change
‘I’m 62 but invest like a millennial – is it time to change?’
October 31

‘I’m 62 but invest like a millennial – is it time to change?’

Portfolio Clinic: Our reader has investing experience, but does his style still work as he nears retirement? Holly McKechnie finds out
October 30

The government’s new pension plan might hurt DIY investors

Legislation for hybrid workplace pensions is here, but won’t work for those who don’t mind taking control
Author Image
Explore Pensions & Retirement

ISAs

‘I have £2.3mn but 62 investments – am I retirement ready?’
November 07 November 07

‘I have £2.3mn but 62 investments – am I retirement ready?’

Portfolio Clinic: Our reader needs help simplifying his strategy as he and his wife embark on their next chapter. Taha Lokhandwala lends a hand
October 30 October 30

A threat bigger than the British Isa

A bigger threat is the race to get your pension money working for other people
Author Image
How to invest if you are self-employed
October 27 October 27

How to invest if you are self-employed

Investing can help supplement income and navigate pay fluctuations 
‘I’m 27 and want to buy a home – how should I invest?’
October 24 October 24

‘I’m 27 and want to buy a home – how should I invest?’

Portfolio Clinic: This young reader is off to a great start, but his investment choices might be a little too risky. Val Cipriani takes a look
‘I want to buy my first home – is my strategy sensible?’
October 10 October 10

‘I want to buy my first home – is my strategy sensible?’

Portfolio Clinic: Our young reader is enthusiastic about investing, but perhaps needs a better balance. Holly McKechnie finds a new plan
Can JPMorgan take on the investment platform heavyweights?
October 08 October 08

Can JPMorgan take on the investment platform heavyweights?

After ditching the Nutmeg brand, the US giant will need to make a splash to bring new investors on board
Explore ISAs

Tax Planning

‘I have £2.3mn but 62 investments – am I retirement ready?’
November 07

‘I have £2.3mn but 62 investments – am I retirement ready?’

Portfolio Clinic: Our reader needs help simplifying his strategy as he and his wife embark on their next chapter. Taha Lokhandwala lends a hand
‘I’m 62 but invest like a millennial – is it time to change?’
October 31

‘I’m 62 but invest like a millennial – is it time to change?’

Portfolio Clinic: Our reader has investing experience, but does his style still work as he nears retirement? Holly McKechnie finds out
October 23 October 23

The mistakes to avoid as an accidental landlord 

Landlords face a tough regulatory landscape, here’s what to anticipate if you enter the market unexpectedly
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‘I have £2.3mn – but am I retirement-ready?’
October 17 October 17

‘I have £2.3mn – but am I retirement-ready?’

Portfolio Clinic: With sizeable assets, our reader wonders what else needs to be done as he considers an early retirement. Dave Baxter takes a look
October 14 October 14

US citizens’ struggle to invest in the UK

They can only choose from a handful of DIY platforms, and the tax requirements are complicated and onerous
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October 09 October 09

Why the £100,000 tax trap is so much worse for parents

Losing free childcare is worth so much more than a small pay rise
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Explore Tax Planning

Portfolio Clinic

‘I have £2.3mn but 62 investments – am I retirement ready?’
November 07 November 07

‘I have £2.3mn but 62 investments – am I retirement ready?’

Portfolio Clinic: Our reader needs help simplifying his strategy as he and his wife embark on their next chapter. Taha Lokhandwala lends a hand
‘I’m 62 but invest like a millennial – is it time to change?’
October 31 October 31

‘I’m 62 but invest like a millennial – is it time to change?’

Portfolio Clinic: Our reader has investing experience, but does his style still work as he nears retirement? Holly McKechnie finds out
‘I’m 27 and want to buy a home – how should I invest?’
October 24 October 24

‘I’m 27 and want to buy a home – how should I invest?’

Portfolio Clinic: This young reader is off to a great start, but his investment choices might be a little too risky. Val Cipriani takes a look
‘I have £2.3mn – but am I retirement-ready?’
October 17 October 17

‘I have £2.3mn – but am I retirement-ready?’

Portfolio Clinic: With sizeable assets, our reader wonders what else needs to be done as he considers an early retirement. Dave Baxter takes a look
‘I want to buy my first home – is my strategy sensible?’
October 10

‘I want to buy my first home – is my strategy sensible?’

Portfolio Clinic: Our young reader is enthusiastic about investing, but perhaps needs a better balance. Holly McKechnie finds a new plan
‘I retired at 45 but want more income – is my pot big enough?’
October 03

‘I retired at 45 but want more income – is my pot big enough?’

Portfolio Clinic: Our reader has been living on a conservative budget and wonders if it’s time to release the reins. Holly McKechnie takes a look
Explore Portfolio Clinic
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