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The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year
Manage episode 289946591 series 2389580
Content provided by Efficient Portfolio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Efficient Portfolio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible.
If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
98 episodes
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Manage episode 289946591 series 2389580
Content provided by Efficient Portfolio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Efficient Portfolio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible.
If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.
98 episodes
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