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For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

Visit our Wrap tax year end hub where you can find all the support and resources you need to plan with confidence this tax year end.

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Pensions

Pensions funding
Retirement benefits
- Taking benefits
- Transitional protections
Pension death benefits
- Lump sum & death benefit allowance
- Death benefits
Transfers
- DB to DC
- DC to DC
Workplace pensions
- Auto-enrolment
Investments
- Pension scheme investments
Overseas
- Transfers, Funding & Taking benefits
Other pensions info

IHT & Estate Planning

Investments

Personal taxation

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