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Tag: Financial Adviser

New taper allowance opportunity to swap OEICs for pension top-ups

Posted on 18th June 2020

If Isla reconsiders her pension contributions and her OEIC position, she could get a head start on any market recovery when it comes. The case Isla is a UK resident and a senior executive at a large multinational firm. She has been subject to the tapered annual allowance since its inception in 2016/17. Her total…

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