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Endownment claims can be made if the endowment was not right for you or the sale didn't follow the rules that had been set. Also, a claim can be made if your mortgage payments will continue into your retirement or if you were told by an advisor to cash in your endowment to purchase another one, which is known as "churning."

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11y ago

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No, you are not required to claim a dependent on your taxes. It is optional and depends on your individual circumstances.


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