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Insight Issue 25

Submitted by Charlotte Kennedy on Mon, 01/08/2022 - 17:26
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Publication date: 
SUMMER 2022
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In this issue: 
02 Inflation, Recession & Recovery
04 Who gets to choose when you retire?
06 The value of good independent advice
08 Gifting from income & other estate planning opportunities
10 Only 25% of retirees are ‘very confident’ they have enough funds to finance retirement– are you?
12 Higher & additional rate taxpayers - still a select club?
14 Retirement saving options after reaching the pension lifetime allowance
16 With inflation rising, should you rethink investment returns?
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