Monthly Archives: December 2021

The potential role of Investment Bonds in tax effective decumulation

How “long held” investment bonds can deliver a powerful addition to a tax effective decumulation strategy.

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Investment Bonds in Wealth Accumulation

The tax efficiencies of investment bonds in wealth accumulation.

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Reminding you of the potential tax efficiency of investment bonds

Investment bonds for tax efficiency beyond the tax “no brainers”.

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Minimising tax to maximise investment return

Smart wrapper choice incorporating and beyond the “tax no brainers”.

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Saw this and thought of you

The importance of regular, focussed, personal communication in building and developing relationships and “referability”.

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Treasury responses to the OTS reports on CGT and IHT

A period of stability in store for CGT and IHT : No material changes emerging from the OTS reports.

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