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Take income tax-efficiently and cut your holdings

Investor's Chronicle, Monday 30 October 2017

Paul is 63 and his wife is 65, and they are both retired. They receive indexed-linked pensions of £25,000 a year plus £5,000 a year from his self-invested personal pension (Sipp), and they both have equity-focused individual savings accounts (Isas). Although their estate is over the...

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The Care Conundrum - Why You Can't Afford To Ignore The Cost Of A Comfortable Retirement

Investor's Chronicle, Monday 9 October 2017

Long-term care fees are the Mount Everest of all bills. Everything else pales in comparison. Yes, school and university fees are high, but you might only pay them for three years or they can be avoided entirely. Saving for a pension isn’t cheap, but it is eased by generous tax reliefs...

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James Baxter on the Personal Finance Show

Investor's Chronicle, Friday 21 July 2017

In this week's personal finance show James Baxter, managing partner at Tideway Investments, joins the team to explain some problems relating to pensions freedoms that the financial regulator is looking into. They also consider whether you should invest in UK equity funds with Brexit approaching...

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