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Hey {name|there}! 👋

<p>Currently the ‘Investments’ section includes everything from GIAs / ISAs / Bonds to EIS / VCTs. Feedback from clients on the portal (&amp; staff) is it would be beneficial if these were separated similar to Pensions.</p>

Split investments down further to separate BR & IHT plans

Sarah West

Plannr Technologies

Split investments down further to separate BR & IHT plans

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