Visit the Columbia Threadneedle Investments sponsor area

8th August 2024

Client retirement options explained (30 minutes)

The more efficiently you invest the less you need to save - but what do we mean by efficiency?

Key Takeaways

  • An introduction to the main investment tax wrappers available to retail clients
  • A comparison of the tax treatment of the main tax wrappers
  • How a multi-tax wrapper strategy can provide tax planning opportunities

View more

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

M&G: Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

Read More

The Prudential Guaranteed Income Plan

With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.

Read More

Baillie Gifford: Inflation risk: the quiet test of retirement income

Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term value. Capital at risk and income not guaranteed.

Read More