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Tony Wickenden: Pensions pass the tax test

I started my look at “new world” retirement income planning last week. I referenced in that article the importance of taking a wide ranging “all assets” approach to designing a tax efficient strategy to anticipate and deal with the following risks: volatility, inflation, legacy and flexibility. It seems a multi-faceted solution is becoming the strategy […]

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Govt pledges to tackle ‘heavy handed’ regulators

The Government will today set out plans to cut at least £10bn in business red tape in a bid to boost Britain’s growth prospects, the Telegraph reports. Recently-appointed Business Secretary Sajid Javid will vow to help small firms by getting “heavy handed” regulators off their backs. In a speech in Bristol, Javid will say: “Small […]

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Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

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