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Tep factsheet from Policy Portfolio

Policy Portfolio is offering IFAs a free factsheet explaining the tax efficient aspects of traded endowment policies.

The factsheet covers choosing when a policy is to mature, use of capital gains tax allowances and balancing initial capital investment with ongoing monthly premiums.

Policy Portfolio managing director Brian Goldstein says: “The Tep market is expanding rapidly but there are still a large number of private investors who are unaware of the significant benefits Teps can offer including their high degree of flexibility over tax treatment.”

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