Education

In this section, we provide tutorials, technical videos and other educational tools to help advisers and paraplanners keep their skills and knowledge up to date.

Article-Pension-01-smll2024 Business Toolkit

Tax treatment of money purchase death benefit payments

Under the lifetime allowance (LTA) replacement regime, one of the three new allowances is the lump sum and death benefit allowance (LSDBA).

Fidelity Adviser Solutions 11th Mar 2025

Article-Communications-02-smll2024 Business Toolkit

Capital Gains and Investment Accounts

In this video, Fidelity's 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 21st Jan 2025

Article-Time-01-smll20244 Business Toolkit

Reflections on the Autumn Budget 2024

Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.

Fidelity Adviser Solutions 13th Jan 2025

Article-DonaldTrump-01-smll2024 Business Toolkit

Post-Budget and US election – is it time to invest again?

Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.

Fidelity Adviser Solutions 10th Dec 2024

Business Toolkit

Autumn Budget key takeaways

Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gain...

Fidelity Adviser Solutions 18th Nov 2024

Business Toolkit

Autumn Budget – what it means for your clients and their money

Rachel Reeves’s Budget debut was road-tested in advance, as they are these days. There were no surprises in her well-flagged higher tax, higher spend, higher borrowing speech.

Fidelity Adviser Solutions 1st Nov 2024

Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appro...

Fidelity Adviser Solutions 21st Oct 2024

Business Toolkit

The advice sector’s future – practitioners’ hopes and fears

Download this year’s report to find out practitioners’ views on their firms’ prospects for growth, what impact AI may have on their businesses and what they’d like to see fr...

Fidelity Adviser Solutions 15th Oct 2024

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