Reader Portfolios

June 18, 2021
In what order should we draw from our assets in retirement?
These investors want to draw from their retirement assets in the most tax-efficient order
June 11, 2021
How do I avoid breaching the pensions lifetime allowance?
This investor's pensions are close to the lifetime allowance limit
June 04, 2021
How can I build up enough to support early retirement?
When this investor retires she would like to draw £20,000-£30,000 per year from her assets
May 28, 2021
What value of assets do I need to generate £50,000 per year?
This investor wants to his investments to generate £50,000 per year so he can work part time
May 21, 2021
Should I take all my pension now?
If this investor cashes in his final salary pension he will lose a regular income stream free from investment risk
May 14, 2021
How can we get a retirement income of £60,000 per year?
This investor hopes to grow his pensions to £1.5m but is torn between capital preservation and growth
May 07, 2021
How can I build up £100,000 for each of my three children?
This investor wants his children to enter adulthood in a strong financial position
April 30, 2021
Can I quit full time work and still get £75,000 per year?
A reader has questions around managing a large capital sum
April 26, 2021
Do we have too much with Baillie Gifford?
These readers want to simplify their investments. Are they on the right track?
April 16, 2021
Now I've sold my business, how do I generate £36k annual income?
These readers want to know how to allocate their investments

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