01273 761220
December 5, 2025 in
What Should You Do with Your Tax-Free Lump Sum Now That It Has Been Withdrawn?
In the months leading up to the Autumn Budget, thousands of people withdrew funds from their pensions amid speculation that the rules around...
January 29, 2016
Tax Year-End Planning Newsletter
With the current tax year drawing to a close, there are many changes from 2015 that require action prior to 5 April 2016. Raymond James therefore enlisted the expertise of Tony Wickenden of Technical Connection to compile a January 2016 tax planning newsletter reminding us all of the key points.
We hope such a document will assist in many of our investment and retirement planning conversations that we will be having with clients before the end of the tax year.
Click here to view: Tax Year-End Planning Newsletter