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Portfolio Clinic
April 25, 2025
‘Will Trump’s tariffs stop me from retiring early?’
Portfolio Clinic: Recent market turmoil has muddled our reader’s retirement plans. Holly McKechnie explores what they should do next
April 17, 2025
‘I’m about to retire – how should I invest my £1mn portfolio?’
Portfolio Clinic: Our readers want to start taking an income, but setting a strategy amid the volatility isn’t an easy feat
April 11, 2025
‘Should I overhaul my portfolio before I retire?’
Portfolio Clinic: A reader has plenty of income and assets as he nears retirement, but is it enough? Dave Baxter investigates
April 04, 2025
‘Will my low-yield rental stop me retiring abroad?’
Portfolio Clinic: Our reader’s investment strategy and buy-to-let plan are letting him down. But can he turn it around?
March 28, 2025
‘How should I invest my £1.4mn portfolio in retirement?’
Portfolio Clinic: Our reader needs help to firm up his retirement plans as he also considers whether and when to buy an annuity
March 21, 2025
‘Will buy-to-let or investing help me retire early?’
Portfolio Clinic: Our young reader has a good salary and a house, but should she focus on her Isa, properties or something else? Dave Baxter takes a look
March 14, 2025
‘How do I protect my £2.6mn portfolio from inheritance tax?’
Portfolio Clinic: Our reader has a diverse portfolio, but does the variety make it unmanageable? Holly McKechnie takes a look
March 07, 2025
‘My children inherited £300,000 – how should I invest it?’
Portfolio Clinic: Our reader’s children are in a very fortunate position, but there are some important decisions to make
February 28, 2025
'Will my stocks portfolio give me a 5% yield?'
Portfolio Clinic: An experienced stockpicker wants to know if his income strategy is on point. Dave Baxter takes a look
February 21, 2025
‘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
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