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Alternatives in Tax Efficient Pension Drawdown
This 6 page Technical Briefing is essential reading and reference for your work with clients in and around retirement. It looks at:
- The implications for IHT from last year’s Budget
- The possibility of inheritance tax on unused pension capital
- The need for diversified solutions
- The use of alternative investments in a changed pension and IHT landscape
- Case studies on EIS/ VCT and BR
Our thanks to our partners on this.
Access the Technical Briefing here
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