Q1 Recovery Shows the Benefit of Staying the Course with your Investment Strategy

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Q1 Recovery Shows the Benefit of Staying the Course with your Portfolio

Welcome to our update for the first quarter of 2019, which reflects a healthy recovery in local and offshore equity markets, following the downturn in the last quarter of 2018. The performance of the market over this period vindicates our approach of focusing heavily offshore, investing in quality funds and assets, and remaining invested in the […]

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Improving your returns in your retirement years via living annuities, Tax-efficient investing – Part 2

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Improving your returns in your retirement years via living annuities, Tax-efficient investing – Part 2

In my previous article in this series, I explored how retirement funding can help you to optimise your tax efficiency while enabling you to save for the future. In this article, I shall examine the role of living annuities as a tax-efficient vehicle for conserving capital and generating income during your retirement years

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