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While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.
 
 
   
 
 
 
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Exploiting all available allowances could, theoretically, and for clients with plenty of capital, net tens of thousands of tax-free money, writes Zurich’s Andy Woollon…
 
 
 
 
 
 
 
 
The very rapid decline in safe haven bond yields in recent months has taken me somewhat by surprise. Although we at Seneca have been preparing for a downturn in 2020 for some time, I had been expecting economies and thus bond yields to remain firm for a little while longer
 
 
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Changes to HMRCs guidance on top slicing relief mean it may no longer be as quick and easy to determine if there's additional tax to pay when a bond is surrendered.
 
 
 
 
 
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Now in its third year, our State of the Protection Nation report tracks adviser confidence in the protection market as well as consumer awareness and perceptions.
 
 
   
 
 
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How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors.
 
 
   
 
 
 
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As you will have noticed - the SRI/ESG area is somewhat 'flavour of the month', which is of course fantastic news.  It does however bring certain challenges, not least with regards to finding time to write newsletters!
 
 
 
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