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Investment and Wealth Planning
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Retirement Planning including Personal Pensions and SIPP solutions
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Specialist advice related to Pension Transfers and Pension sharing on divorce
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Inheritance Tax (IHT) and Estate Planning
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Investment Bonds (both onshore and offshore)
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Individual Savings Accounts (ISA)
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Tax Planning and the completion of Tax Returns and HMRC liaison
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Protection Planning – including term assurance, critical illness and income replacement planning
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