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How to safeguard your cash after the Budget 

Changes to the cash Isa make it harder to hold cash tax-efficiently. Here’s what you can do instead

‘I have £1.4mn but want to ‘Die with Zero’ – how should I invest?’

Portfolio Clinic: Our retired reader wants a simple strategy and an enjoyable life. But is he being too prudent? Val Cipriani finds out

Cash Isa allowance slashed except for over 65s

Reeves also freezes all Isa allowances until 2031 and announces that Lifetime Isas will be reformed

How to rebalance your portfolio 

Your asset allocation will probably deviate from your original strategy over time. Here’s how to get it back on track 

‘Can I support my children and enjoy a comfortable retirement?’

Portfolio Clinic: Our reader needs a balance between supporting family and enjoying life. Holly McKechnie investigates his options

The best Isas and pensions for investment trusts 

Investors are spoilt for choice for platform providers. We explore how to find the best option for you

‘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

A threat bigger than the British Isa

A bigger threat is the race to get your pension money working for other people

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?’

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