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Portfolio Clinic

Reader Portfolio: Anonymous

75-year-old aims to minimise inheritance tax

Our reader wants to generate income from his investments but also leave a legacy to his children and grandchildren

Free expert advice

Submit your portfolio and have it audited by Chris Dillow, Investors Chronicle economist, and other selected top industry experts.

Recent portfolio reviews

    1. Reader portfolio: Allan

      Seeking income from IT dividends

      By Moira O'Neill | 22 October 2014

      Our reader wants to retire in four years' time and needs to make up a shortfall in income via investment trust dividends. Our experts recommend that he diversify his portfolio further

    2. Reader portfolio: Sophie

      32-year-old wants to "retire" at 45 by maximising Isa

      By Moira O'Neill | 17 October 2014

      Our reader is investing the maximum £15,000 Isa allowance in exchange traded funds. But she needs to take on higher levels of risk.

    3. Reader portfolio: Janet and Alasdair

      Secure £40,000 income by lowering your portfolio risk

      By Moira O'Neill | 10 October 2014

      This 49-year-old couple are aiming for early retirement but might be taking on too much risk with their substantial holdings.

    4. Reader portfolio: Tony

      IT growth portfolio has good rationale

      By Moira O'Neill | 03 October 2014

      Our reader in his 50s aims to avoid gilts and emerging markets. But he may be overexposed to US equities

    5. Reader portfolio: Richard McBride

      How do I achieve £15,000 Isa income?

      By Moira O'Neill | 24 September 2014

      Our reader wants to rebalance his individual savings account to achieve a minimum £15,000 annual income for his retirement in seven years' time.

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