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January 29, 2016

Tax Year-End Planning Newsletter


in Financial Planning

With the current tax year drawing to a close, there are many changes from 2015 that require action prior to 5 April 2016. Our platform provider, 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

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