The Week: Tax changes and UK small caps
The small cap recovery is on pause while investors wait for the October budget.
Adviser-Hub 3rd Oct 2024
Spring Budget 2024: balancing act
As expected, Chancellor of the Exchequer Jeremy Hunt announced a cut in National Insurance in a Spring Budget intended to boost long-term growth.
Adviser-Hub 7th Mar 2024
Calculating the gains or losses on an investment
Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.
Fidelity Adviser Solutions 31st Jul 2023
2023/24 tax tables
Fidelity Adviser Solutions 2023/24 tax tables are available with all the rates and thresholds for the coming year.
Fidelity Adviser Solutions 3rd Apr 2023
Your financial planning framework
Fidelity Adviser Solutions’ checklists are designed to highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.
Fidelity Adviser Solutions 6th Feb 2023
Tax year end planning tools and resources
With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...
Fidelity Adviser Solutions 16th Jan 2023
Changes to UK taxation and the potential impact on clients
As the dust settles on the fourth budget of 2022, Fidelity's Paul Squirrell looks at some of the financial planning considerations as a result of the proposed changes...
Fidelity Adviser Solutions 12th Dec 2022
New: Tax tables 2022/23 available
Fidelity Adviser Solutions' 2022/23 tax tables are now available, with all the rates and thresholds for the coming year.
Fidelity Adviser Solutions 11th Apr 2022
Tax year end checklists - your financial planning framework
Fidelity Adviser Solutions have designed checklists to help highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.
Fidelity Adviser Solutions 9th Feb 2022
Don’t let clients get caught by the lifetime allowance tax charge
The pension lifetime allowance (LTA) – and the planning that surrounds it – is far from straightforward.
Fidelity Adviser Solutions 19th Nov 2021
UK market review: Stagflation fears hit sentiment
Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.
Adviser-Hub 11th Oct 2021
The Week: UK consumer: struggling or saviour?
The UK consumer was due to drive the economic recovery, but it hasn’t worked out that way.
Adviser-Hub 30th Sep 2021
Tax hikes to raise money for social care
In a move designed to fund the spiralling cost of social care, the Government announced a controversial increase to National Insurance contributions (NICs) in the form of a 1.25% “Health and Social Ca...
Adviser-Hub 7th Sep 2021
Tax year end – supporting you at home or from the office
FundsNetwork’s tax year end hub is live with everything you need to keep your business moving during this busy time.
Fidelity Adviser Solutions 26th Jan 2021
New: tax tables 2020/21
FundsNetwork’s 2020/21 tax tables are now available, with updated rates and thresholds for the coming year.
Fidelity Adviser Solutions 2nd Apr 2020
Demand for VCTs hits new high
The 2017-18 tax year has seen another strong performance for venture capital trust (VCT) fundraising. The latest figures suggest VCTs raised more than £670 million, well ahead of the £542...
Adviser-Hub 10th Apr 2018
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