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Investments
It's normal for people to invest their money with the Bank or Building Society or even with the Post Office but are these options as tax efficient as possible? They may be efficient for Income Tax purposes but what about Capital Gains Tax or Inheritance Tax?
Do you prefer to invest for Growth or Income, and have you been asked these questions before?
You can obtain an Independent view on these questions, tailored to your individual circumstances, by contacting our investments adviser.