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Checklists - Coggle Diagram
Checklists
Retirement & Pensions
State Pension top up
Pension contributions
Personal contributions
Employer contributions
Pension withdrawals
Making a 25% TFC withdrawal
Income withdrawal
Small Pots Withdrawal
DB trivial commutation lump sum
Lifetime annuity
Reviewing DC pension
Reviewing DB pension
Pre retirement (withdrawal rate, withdarawl stategy, cash manegement, monte carlo)
Investments
Investing in GIA
Investing in Stocks & Shares ISA
Investing in a JISA
Investment into an Offshore Bond
Reviewing an Offshore Bond policy
Reviewing an Onshore Bond policy
Inheritance Tax
Setting up a gifting strategy
Setting up an AIM portfolio
Setting up an EIS
Protection
Personal Protection
Life assurance
Death in Service
Critical illness
Business Protection
Relevant life policy
Shareholder protection