Reader Portfolios

August 12, 2022
Can we generate an annual income of £50,000 from 2024?
These investors plan to draw from their investments before they start to receive their state pensions
July 29, 2022
How do I generate a £70,000 yearly income?
A reader asks how to optimise his portfolio – and whether to return to the workforce
July 28, 2022
What does HMRC consider to be a tax-exempt gift?
A readers asks for clarification of the tax treatment of gifts
July 22, 2022
How do I maximise my portfolio growth ahead of retirement?
A reader mulls his options – including more of a tilt to passives and value funds
July 15, 2022
Am I taking too much income in retirement?
An investor weighs up the best allocation and drawdown rate
July 11, 2022
How do we plug our retirement income shortfall?
A reader looks to tackle a future drop in retirement income
July 03, 2022
Can we educate our children privately and retire in 17 years?
These investors want to gift £160,000 to each of their children and retire within 20 years
June 24, 2022
How big a portfolio do we need to generate £32,000 a year?
These investors want to supplement their pensions by taking £32,000 a year from their investments
June 17, 2022
How do we maintain an income of £36,000 a year when we retire?
Pensions and Isas to help plug an income shortfall
June 13, 2022
How do I generate a regular and reliable income of £40k-£45k a year?
This investor should consider keeping her buy-to-let properties

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