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‘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

‘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?

'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

'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

'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

'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

‘How do I turn my £1.7mn inheritance into an income?’

Portfolio Clinic: Our reader has received a hefty legacy and wants to use it to cut back on work and spend time with his young family. Taha Lokhandwala looks at the options

'How do I move my £500,000 portfolio from growth to income?'

Portfolio Clinic: Our readers need to adapt their investment strategy as they get ready to retire. Holly McKechnie explores the options

‘My IHT plans are in tatters after Labour’s Budget – what do I do?’

Portfolio Clinic: Our reader needs a new IHT plan and might have to rethink his risk profile too

'How do I simplify a £2.6mn portfolio for my wife?'

Portfolio Clinic: Our reader has amassed significant wealth but via some overly complicated portfolios