Taha Lokhandwala

Having only invested since the pandemic, our young reader is making headway but needs to broaden her fund choices. Taha Lokhandwala takes a look

Tax & Pensions Clinic: Our reader needs to find the best way to cut his tax bill after buying an offshore bond when living abroad

Tax & Pensions Clinic: Our reader has sold a property and made a profit but isn’t sure how, when or even if he should declare it to HMRC

Portfolio Clinic: Our reader invested rather than paying off debt when rates were low, but now needs to pay off a loan and boost his retirement funds. Taha Lokhandwala helps find a way

Portfolio Clinic: With a combined income of more than £300,000, this couple can save and spend a lot. But once the income dries up, will their savings be enough?

More of us are buying property together in later life, which throws up complications regarding prior housing wealth

Portfolio Clinic: His wife having passed away, our reader wants to quit work and use a life insurance payout to provide enough income for himself and his children

Buy-to-let landlords had mixed feelings about changes announced in the Budget – and now investors have a decision to make

Tax & Pensions Clinic: A reader’s family member is making regular gifts to nieces and nephews but is now worried about the tax status as her expenses increase

Portfolio Clinic: Our reader has ambitious plans to retire early, buy a new home and set up his young family for life. But will his investments get him over the line? Taha Lokhandwala takes a look