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Taking a sustainable level of income is important in helping drawdown customers maintain a resilient portfolio during periods of investment volatility.
 
 
   
 
 
 
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Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities.
 
 
 
 
 
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Like other relevant life insurance products, ours provides a tax efficient death-in-service benefit for business owners and key employees. 
 
 
   
 
 
 
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To aid your client conversations, download FundsNetwork’s guide 'Explaining how pension withdrawals are taxed'.
 
 
 
 
 
 
 
 
In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening.
 
 
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Watch this month's video where Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. 
 
 
   
 
 
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When it comes to talking to your clients about protection, we know you can typically run into some obstacles along the way. One of the common objections you might come up against is that your clients think it’s easier and cheaper to go online and do it themselves.
 
 
   
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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