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Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost effective way.
There were no changes to carry forward announced in the last budget, but advisers and their clients should be aware of how to treat the 2015/16 tax year when using carry forward. This was affected by the alignment of pension input periods (PIPs) to tax years from 8 July 2015.