Portfolio ClinicWhat's the best way to transition from rental income to investment income?This investor wants to sell his rental properties and generate income from investmentsSave4 February 2022
Portfolio ClinicWhat is the best way to draw income from our retirement funds?These investors want to take £27,000 a year from their investments tax efficientlySave28 January 2022
Portfolio ClinicDo we hold too many funds?These investors are targeting growth, but are concerned that they have too many fundsSave21 January 2022
Portfolio ClinicHow much can I afford to take from my investments?This investor needs to cover her living expenses with her investments Save18 January 2022
Portfolio ClinicHow can I create an income of £60,000 a year?This investor wants his assets to be able start generating £60,000 a year within the next 10 yearsSave7 January 2022
Portfolio ClinicCan we afford to retire at 65 and fund school fees?These investors want to retire at age 65 on £50,000 a yearSave30 December 2021
Portfolio ClinicHow can we pass assets to our children tax-efficiently?These investors want to make gifts to their family and reduce their IHT liabilitySave22 December 2021
Portfolio ClinicHow can I reduce my IHT liability and number of investments?This investor wants to reduce his IHT liability and make his portfolio easier to manageSave10 December 2021
Portfolio ClinicHow can we retire in 10 years on £50,000 a year?These investors want £40,000+ a year from their investments when they retireSave3 December 2021
Portfolio ClinicHow do I generate £60,000 a year from my Sipp?This reader needs a core return of £60,000 a year from his Sipp from 2023Save26 November 2021