28th October 2013
L&G: Turning savings into income
Identifying tax-efficient investment strategies that can provide regular income can be challenging. The choice of funds, wrappers and trust solutions can all play a part in making
this an important but seemingly complex task.
The growth over the years of savings in Cash ISAs highlights the need for advice on income planning strategies. When it comes to that client “tipping” point for turning savings into an income,
The growth over the years of savings in Cash ISAs highlights the need for advice on income planning strategies. When it comes to that client “tipping” point for turning savings into an income,
what is the answer? Iindividual customer needs should always drive the correct solution, but there are two fundamental considerations:
Selecting the appropriate tax wrapper.
Selecting the appropriate tax wrapper.
Agreeing the appropriate investment strategy.
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For further information please contact your Legal & General representative. Alternatively call 0370 050 0614*
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For further information please contact your Legal & General representative. Alternatively call 0370 050 0614*
Lines are open from 9am to 5pm Monday to Friday.
*We may record and monitor calls. Call charges will vary.
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