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How you can get the government to help your clients retire early using a simple ISA allowance!

The Lifetime ISA (LISA) scheme was launched by the Government in 2017 to help ‘millennials’ onto the property ladder. With a generous Government Bonus of 25% on a maximum contribution of £4,000 grossing this up to £5,000, this can provide a real boost and incentive to save for first time buyers.

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Final Salary Pension Benefits

Transfer of final salary pension benefits has quickly become a viable option; not only in relation to the additional flexibility a money purchase arrangement provides, but also in respect of the death benefits.

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    Three tools for perfect factfinding
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