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Mark Devlin: "Tax-free isn’t always tax efficient."
Getting the right combination of ‘tax-free’ investments during the client’s lifetime can deliver fantastic results, but keeping things tax-free may not always deliver the most tax-efficient outcome and, more importantly, the highest net return, explains Mark Devlin...
The term ‘tax-free' is used frequently in financial planning in relation to ISAs, pension commencement lump sum (PCLS), beneficiary's drawdown etc. But it's often a misnomer as there are some taxes that...
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