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August 14, 2026 in
Henry Makes Chief Actuary
The promotion he wanted, and the question he did not expect It has been a few years since we last looked in properly on Henry. Emma is at...
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