Tax planning insights and practical tips

With lots of changes to tax allowances and other regulations over the last year, Fidelity’s Paul Squirrell takes a high-level look at some of the main considerations for financial planners as we approach the tax year end, while Jon Hale shares some practical tips for managing client accounts, including: 

  • Using ISA allowances in uncertain times 
  • Tax planning using Bed and ISA 
  • Tax efficient fee funding

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