Annuities & Investments

This year has seen some monumental changes introduced by the Chancellor that have brought this area of guidance sharply into focus. Clients no longer will have to purchase an annuity, but perhaps that is still the best option? What are the tax implications of choosing different options ? Is it best to repay debt ? Are ISAs now good longer term savings products and how will all these options affect benefits and means testing?

Our modules will give you an overview of the choices faced by consumers and provide a “route map” and referral to Investment specialists across the Academy.

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