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Beyond your ISA and your personal pension, we may recommend a General Investment Account and Offshore Investment Bonds.

These products are subject to capital gains tax and savings rate income tax respectively so they give an opportunity to minimise the tax paid on your retirement income by drawing carefully from each of them at certain times.

“Greg (and his supporting team) has cleared away the mist from the plethora of finance solutions available are to help me determine the best way to manage my pension. I can highly recommend him and his company’s services.”

David Nunn

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