February 18, 2026 in
Bonus Day for Henry
When a £33,000 bonus is not really £33,000 We introduced Henry (High Earner, Not Rich Yet) in a previous Insight. Henry is 38. A...
January 29, 2016
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
February 18, 2026 in
When a £33,000 bonus is not really £33,000 We introduced Henry (High Earner, Not Rich Yet) in a previous Insight. Henry is 38. A...
February 11, 2026 in
There is a financial acronym doing the rounds: HENRY. It stands for High Earner, Not Rich Yet. On paper, HENRY looks great: Strong...
January 12, 2026 in
A new year often brings a sense of reset. We think about health, fitness, travel plans, career goals – how we want the year ahead to...