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Portfolio Clinic
May 03, 2024
'Can we retire at 55 with a £150,000 income?'
Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?
April 26, 2024
‘We’re 80 – should we de-risk our £900,000 portfolio?’
Portfolio Clinic: Our readers’ aggressive strategy has paid off so far, but does their age mean it’s now time to sell shares?
April 19, 2024
'Is £3.8mn enough to have a £100,000 yearly income?'
Portfolio Clinic: Our reader has substantial assets, but a cautious approach might mean there isn't enough to afford his lofty aims. Dave Baxter investigates
April 12, 2024
‘I have dementia – what do I do with my £2.1mn portfolio?’
Portfolio Clinic: Our reader’s condition means he has to completely rethink how he handles his investments
April 05, 2024
‘How do I invest £1mn so I can be a full-time parent?’
Portfolio Clinic: His wife having passed away, our reader wants to quit work and use a life insurance payout to provide enough income for himself and his children
March 28, 2024
'Is £1.3mn enough to retire early?'
Portfolio Clinic: Our reader dreams of retiring within a decade but wonders if he is really on track. Dave Baxter takes a look
March 22, 2024
'I didn't use an Isa – how do I avoid a huge tax bill?'
Portfolio Clinic: Our reader has amassed a good level of wealth, but one big mistake could cost him dearly. Dave Baxter looks at the options
March 15, 2024
'I’ve lost my confidence – how do I invest my £2.5mn in cash?'
Portfolio Clinic: Our reader has a lot of cash but is paralysed by indecision. Where should he start? Val Cipriani lends a hand
March 08, 2024
'I'm 21 and have £11,000 – can I retire in 20 years?'
Portfolio Clinic: Our reader is a keen investor at a young age, but wonders if he's on the right track to meet his ambitious aims. Dave Baxter takes a look
March 01, 2024
‘We’re in our 50s – can we invest and live off our £2.5mn portfolio?’
Portfolio Clinic: Our readers have a large portfolio but want to make sure their strategy can make it last 40 years. Val Cipriani looks at the options
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