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Every year, special days expose frayed emotions for families for whom the special day will never be the same.

This year, more than most, Father’s Day will serve as a grim and painful reminder to the thousands of families who’ve lost fathers, sons, and brothers over the last 12 months. Their grief will be magnified and shared by their extended families and friends.

Over the last three months we’ve had members of the Investment & Retirement Solutions team become quite ill with COVID and sadly, like many of our clients, some of our team members have lost members of their families.

To those who have lost friends and family, we over our most sincere symapthies.

To those who are lucky enough to still be able to celebrate Father’s Day, we hope you have a great day, and urge you to think about how you can protect the people that matter whilst you can. Tax efficient lump sums and/or regular incomes can be arranged to help families manage with the financial distress caused by serious illness, disability or death, but not when it’s too late.

Get in touch to find out more.

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Notices:

Our posts are intended as financial education and financial information, not as financial advice, and are only suitable for UK residents. Always take professional, independent advice before acting on any information.

Investment & Retirement Solutions Ltd is authorised & regulated by the Financial Conduct Authority.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors may get back less than the amount invested. Past performance is not a guide to future performance.

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The Financial Conduct Authority does not regulate taxation and trust advice, will writing, advice on deposit accounts, some types of offshore investment, some aspects of buy to let mortgages, commercial finance or offshore mortgages.

Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor. Unless specifically stated otherwise, our posts do not allow for the additional taxation powers which may be levied by the devolved governments.

All information is offered in good faith and is believed to be correct at the time of publication however it may be superseded following publication. E. & O. E.

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