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Using growth funds for tax-efficient retirement income

To meet the income needs of clients, many financial advisers have traditionally turned to annuities, pension drawdown or income funds. However there is an alternative way of providing a regular, tax efficient ‘income’ that is not a natural income.
Duane Hasnip will explain how this can be achieved by drawing down from a portfolio using a growth fund with a minimal or even zero yield, and how some investors can achieve tax efficiencies by using their Capital Gains Tax Allowance.
Recorded Apr 14 2016 29 mins
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Presented by
Duane Hasnip, Client Manager, GAM
Presentation preview: Using growth funds for tax-efficient retirement income
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  • Title: Using growth funds for tax-efficient retirement income
  • Live at: Apr 14 2016 9:30 am
  • Presented by: Duane Hasnip, Client Manager, GAM
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