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Category Archive

Case Study 4 – It’s worthwhile taking time to revisit older investments

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Case Study 3 – Unearthing a forgotten protection policy

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Case Study 2 – Using Marriage Allowance rules to reduce tax bill

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Case Study 1 – Using ‘small pot’ pension rules to maximise available cash

balancing-money

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Brighton Williams & Partners
8 High Street,
Winterbourne,
Bristol BS36 1JN

T  01454 773690
E  enquiries@brightonwilliams.com

Brighton Williams & Partners is authorised and regulated by the Financial Conduct Authority.

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Please note

The content of this website is for UK residents only.

The value of investments you make will be directly linked to the performance of the funds you select and therefore the value of your investment can go down as well as up. You may get back less than you invested. You should also be aware that the levels and bases of taxation and reliefs from taxation can change at any time, and are generally dependent on individual circumstances.

The content of this website is for your general information and use only and is not intended to address your particular requirements. The content should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Information is based on our current understanding of financial legislation and although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.

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