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October 7, 2025 in
The Tax-Free Cash Frenzy: What’s Really Driving the Conversation?
There’s been a noticeable buzz around pension lump sums (PCLS) in recent months, with more people than ever considering taking tax-free cash...
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