Webinar replay: Financial planning considerations following a year of change

There’s been tremendous change over the last year or so with the government announcing many new tax rules and alterations to allowances. This has had a significant effect on financial planning with new opportunities arising for many clients. In a recent webinar, Fidelity Adviser Solutions’ Paul Richards, Paul Squirrell and Jon Hale ran through the key considerations for clients and how to quickly identify those who may need to take action before the tax year end.

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