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Reader Portfolios
August 11, 2023
'How do I use a £500k pension to buy a bigger home?'
Portfolio Clinic: Our reader wants to retire early and use his pension to upsize. But does he have enough?
August 04, 2023
'I need 4% a year from my pension – what do I do?'
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July 21, 2023
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'How do I shift from growth to income?'
Portfolio Clinic: Our reader needs income but also wants to make sure he has something to bequeath to his daughter
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'Is it time to overhaul my £260,000 Isa?'
Portfolio Clinic: Our reader has been focused on growth stocks for some time and thinks it's time to go a different way
June 30, 2023
'How should I invest my £4.4mn portfolio to avoid IHT?'
Portfolio Clinic: A reader dislikes the 'iniquitous' tax and wants to minimise his liability
June 23, 2023
'How can we cut our £500k inheritance tax bill?'
These investors do not spend all their income and have a large property portfolio
June 16, 2023
'I've lost confidence in my investing skill – what should I do?'
Portfolio Clinic: Our reader wants to grow his savings to leave a sizeable inheritance but needs help picking a new strategy
June 09, 2023
'I want to start a family – how should I invest my £233,000 Isa?'
This investor wants to buy a larger home but also retire early at the age of 60
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