After pension and ISA – what’s next?

For most of us, a pension plus and stocks and shares ISA are the only accounts we’re likely to need to build wealth for the future.

But what if you’re bumping up against the pension Lifetime Allowance? What if you’re a high earner and your pension annual allowance is tapered to next to nothing? What if you’ve had a windfall or a big bonus and you want to save a ton of tax?

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Resources

Video: 6 Things You Should Know BEFORE You See A FINANCIAL ADVISER

Course: Meaningful Academy Build Wealth

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Form: Your Ideas for Podcasts/Videos

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The post After pension and ISA – what’s next? appeared first on Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ.

* This article was originally published here

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