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Individual Pension Plans for Tax-Efficient Wealth Transfer

Individual pension plans are personal pension schemes set up by individuals, separate from employer-sponsored pensions. In the UK, individual pension plans are critical for those looking to manage their wealth independently and ensure a smooth transfer of assets to their beneficiaries.

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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.