Sequences of Returns Risk

Sequence of Returns Risk

It might not sound like the most scintillating of topics, but understanding the impact that sequence of return risk can have on a Drawdown fund is important if you’re going to make the right decisions about your pension. To help explain it, we’d like to introduce Warren.  Lucky Warren retires at age 60. He has…
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Death-Tax

New ‘Death Tax’ Charges

Whilst everyone has been distracted by Brexit, the government have been busy putting through a new, so-called, ‘Death Tax’. It could see families having to pay up to £6,000 after the passing of a family member. Despite the name, the increased charge is technically a fee. By labelling it as a fee rather than a…
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