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You should review all of your policies with your Independent Financial Adviser in order to establish whether, for example, your has ceased. You should also review and agree a plan that maximises income and minimises tax liability. You should now consider provision for , and an update to your . |
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Kelly Financial Management is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 164912
Whether you have a
company pension
or
, the probability is that you have a lump sum that you may choose to take
in lieu of part of the
.