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FINANCIAL DIRECTIONS maga
FINANCIAL DIRECTIONS ~ magazine
 



 

A regular publication for financial services clients
 
Publication dates:  Bi Monthly 
For current issue call:  0208 1444 664
 
 
 
 

 

January/February

Issue

 

 

Good news for your nest egg

 

Life expectancy rises

unexpectedly

 

Income drawdown    Keeping your pension funds invested beyond your normal retirement date

 

In search of

boosting your income

 

Diversifying your investments

 

Savvy ISA returns of the year

Will you be rushing to use up

your tax-free allowance?

 

Inheritance Tax

 

Is your retirement

clock ticking?

 

Make time to review your

personal tax position

 

Cost of care: affordability gap widens

 

 

 

 

 

 

 

 

 

Previous issues have included the following articles:

 

  • Tax positioning

  • Talking pensions

  • Shaping your portfolio

  • Protecting against the unexpected

  • Increased ISA allowance?

  • Tax efficient SIPPS

  • Key tax planning tips

  • Inheritance tax mitigation