Our reader has inherited a large portfolio that is very different from the holdings he already has.
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Reader portfolio: Bill
Reader portfolio: Tom
Tom and his wife rely on their £979k retirement portfolio, which is heavily exposed to equities. Three experts explain how to improve their asset allocation and holdings.
Reader portfolio: Mark
This investor can easily achieve his £4,000 income goal. But he needs to focus on his portfolio as a whole and take into account potential longevity and inflation risks.
Reader portfolio: Anonymous
Our experts agree that this retired investor can take on high risk via investment trusts. But he needs to introduce more income from overseas.
Reader portfolio: David
This investor wants to boost his individual savings account as much as possible over the next 10 years. He needs to trim his holdings and develop a better strategy.
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