This guide, a collaboration between the Association of Mortgage Intermediaries (AMI), the Protection Distributors Group (PDG) and the Income Protection Task Force (IPTF) is designed to help you consider your insurance needs and highlight the types of support and guidance that may be available to you.
The new tax year means annual allowances are reset and ready to be reused – to help you make the most of your money. This year more than ever, with interest rates and inflation on the rise, it’s a great time to review your pensions and investments with your adviser.
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