Fidelity Adviser Solutions: Webinar: Tax planning considerations following Labour’s first Budget

We saw fundamental changes to pension legislation in 2024 – with the abolition of the lifetime allowance and the introduction of three new allowances  – while the new government has also announced some changes to capital gains tax. To help you prepare for the tax year end and ensure good client outcomes, Fidelity’s Paul Richards, Paul Squirrell and Jon Hale will be hosting a live webinar on Thursday 23 January at 10.30am. They’ll consider all the implications for retirement and tax planning. Highlights of this packed one-hour session include:
- The new pension legislation and the key points in relation to tax year end 
- Considerations for capital gains tax planning
- Labour’s first Budget and what this means for financial planning
- The tax-wrapper hierarchy – has anything changed?
- Practical actions for clients’ financial plans.