Portfolio ClinicTake your pensions tax-efficientlyOur experts advise on the best way to draw a pension lump sumSave9 November 2017
Portfolio ClinicTake income tax-efficiently and cut your holdingsOur reader should draw income tax-efficiently and cut his holdingsSave30 October 2017
Portfolio ClinicAn overfunded pension problemA tax bill seems inevitable for our reader but there are steps to take to help his situationSave26 October 2017
Portfolio ClinicSetting the right strategy for buying a homeOur reader needs to consider how soon he is going to buy a home and allocate the money for this appropriatelySave19 October 2017
Portfolio ClinicChange your unrealistic investment assumptionsOur reader wants a retirement income of £13,000 a year, but it is unlikely her portfolio will be big enough to generate thisSave12 October 2017
Portfolio ClinicLarge number of holdings does not mean your portfolio is diversifiedDespite having more than 70 holdings, our reader's portfolio is not well diversifiedSave5 October 2017
Portfolio ClinicThe importance of capital preservation even when investing for growthOur reader wants strong growth, but should also bear in mind the importance of diversification to protect against downturnsSave21 September 2017
Portfolio ClinicThe best way to split an inheritanceOur reader should diversify his inherited portfolioSave21 September 2017
Portfolio ClinicUse tax breaks to bolster your strong positionOur reader and his wife should make sure they are taking advantage of their tax allowancesSave7 September 2017
Portfolio ClinicLook beyond pensions for tax efficiencyOur reader should look to build up assets in tax-efficient wrappers other than pensionsSave31 August 2017
