This short guide should be enough to get you started on the road to successfully planning your income requirements in retirement. However, please note that it is intended to be an introduction to the building blocks of income generation and management, and the topics addressed here can quickly get more complicated and detailed in practice. If, having read this Guide, you would like to find out more – for example about how to project and boost your portfolio’s income potential, how to weigh up the different sources of retirement income, the ways to reduce your tax bill or any of the other topics covered here – then please contact one of our Investment Managers or email us.

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