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Annuity sales are on the rise
October 31, 2022

Annuity sales are on the rise

Annuity sales are on the rise The sales of guaranteed income for life products are on the rise. This is what the latest retirement income...

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Newsletter Issue 67
August 31, 2022

Newsletter Issue 67

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HMRC rakes in over £6bn in Inheritance Tax (IHT) receipts!
August 31, 2022

HMRC rakes in over £6bn in Inheritance Tax (IHT) receipts!

HMRC rakes in over £6bn in Inheritance Tax (IHT) receipts! HMRC has taken in around £6.1bn from annual inheritance tax receipts, to tax year...

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Long Term Care Proposals – Is the Cap really a Cap?
June 30, 2022

Long Term Care Proposals – Is the Cap really a Cap?

Long Term Care Proposals – Is the Cap really a Cap? The Government has recently announced their plans for the very much overdue reforms...

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Chancellor’s pension triple lock promise?
April 29, 2022

Chancellor’s pension triple lock promise?

Chancellor’s pension triple lock promise? The chancellor, Rishi Sunak, has announced that the state pension triple lock will be reinstated...

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Should I Invest Ethically?
February 18, 2022

Should I Invest Ethically?

Should I Invest Ethically? It is only in the past few years that ethical investing has really started to grow in popularity and is now being...

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Is it possible to reduce Capital Gains Tax (CGT) painlessly and easily?
November 1, 2021

Is it possible to reduce Capital Gains Tax (CGT) painlessly and easily?

Is it possible to reduce Capital Gains Tax (CGT) painlessly and easily? There was a general surprise earlier this year when no announcements...

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Has Covid changed retirement planning?
August 27, 2021

Has Covid changed retirement planning?

Has Covid changed retirement planning? The best-laid plans often go wrong and few things in life are planned as carefully or for so long as...

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Morfitt & Turnbull (Management Services) Ltd
No.1 Booths Park
Chelford Road
Knutsford
Cheshire
WA16 8GS (Sat Nav WA16 8QZ)

Telephone : 01565 624 370

Email : [email protected]

Craig Greenall, Director at Morfitt & Turnbull is SOLLA Accredited

Morfitt & Turnbull (Management Services) Limited is Authorised and Regulated by the Financial Conduct Authority, under the reference number 114775. Copyright © 2025. All rights reserved.