Fidelity Adviser Solutions: Financial planning considerations at tax year end by Fidelity Adviser Solutions | Adviser-Hub

Fidelity Adviser Solutions: Financial planning considerations at tax year end

Thursday, 22nd January 2026

Event Sponsor: Fidelity Adviser Solutions

The end of the tax year is always a critical time for advice practitioners and 2026 could bring significant changes following the Government Budget announcement. To help them navigate what’s new and what’s next, Fidelity Paul Richards, Paul Squirrell and Jon Hale will be hosting a 45-minute live webinar on Thursday 22 January at 10.30am.

What will be covered:

•            Insights on the latest Budget updates - what’s changed, what’s stayed the same

•            Key considerations for pensions, ISAs, capital gains tax, and inheritance tax

•            Practical guidance on estate planning and tax year-end tasks

•            Tips to quickly identify and manage client actions efficiently

Attendees can put forward their questions when registering and a certificate of attendance will be provided after the webinar.

Event Information

Duration: 45 Minutes
Start Time: 10:30:00
End Time: 11:15:00

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Fidelity Adviser Solutions: Financial planning considerations at tax year end