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How to rebalance your portfolio 

Your asset allocation will probably deviate from your original strategy over time. Here’s how to get it back on track 

‘Can I support my children and enjoy a comfortable retirement?’

Portfolio Clinic: Our reader needs a balance between supporting family and enjoying life. Holly McKechnie investigates his options

Labour should go further after breaking the tax taboo

Income tax is set to increase – but what will the government get from it?

Self assessment is changing – here’s what you need to know

As part of the ‘Making Tax Digital’ project, the self employed and landlords face a huge change in filing their tax returns

‘I have £2.3mn but 62 investments – am I retirement ready?’

Portfolio Clinic: Our reader needs help simplifying his strategy as he and his wife embark on their next chapter. Taha Lokhandwala lends a hand

‘I’m 62 but invest like a millennial – is it time to change?’

Portfolio Clinic: Our reader has investing experience, but does his style still work as he nears retirement? Holly McKechnie finds out

The mistakes to avoid as an accidental landlord 

Landlords face a tough regulatory landscape, here’s what to anticipate if you enter the market unexpectedly

‘I have £2.3mn – but am I retirement-ready?’

Portfolio Clinic: With sizeable assets, our reader wonders what else needs to be done as he considers an early retirement. Dave Baxter takes a look

US citizens’ struggle to invest in the UK

They can only choose from a handful of DIY platforms, and the tax requirements are complicated and onerous

Why the £100,000 tax trap is so much worse for parents

Losing free childcare is worth so much more than a small pay rise