Reader Portfolios

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
June 01, 2022
Should we draw from our pensions to fund Isas?
Pensions and Isas are both tax efficient but you can withdraw from Isas tax free
May 27, 2022
How can I sustainably draw £60,000 a year from my investments?
These investors want their desired level of income to rise in line with CPI inflation
May 23, 2022
How should I save up for a family home and school fees?
This investor wants to grow his assets finance a family home and school fees
May 13, 2022
Can I continue to generate 10 per cent a year?
The past decade has largely been good for investment returns but markets have become volatile
May 06, 2022
Do I need to reduce my equity exposure as I approach retirement?
This investor wants to know what would be a suitable asset allocation as she approaches retirement
April 29, 2022
How do I get the most out of my Sipp?
A reader gets to grip with Sipp management

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