Paul Squirrell, Head of Retirement and Savings Development, Fidelity Adviser Solutions, picks his top technical articles from the firm’s website which were recently featured on the Editor’s Pick on the Professional Paraplanner daily emails.
Paul says: My top pick for this month has to be our coverage of the Autumn Budget, which is now available to watch on our website HERE.
Following the Labour Party’s win in the General Election in July, there was endless speculation on the possible areas in the Chancellor’s sights, which caused many individuals to consider pre-emptive action to avoid possible tax hikes.
In our video, I discuss with my colleague Paul Richards exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gains tax. We also consider inheritance tax and pensions and what the Chancellor’s proposals means for estate planning.
The repercussions of the Budget will be felt in the financial planning being undertaken around the country and our video seeks to provide some clarity for advice firms.
I have two other highlights for you this month also.
First, for paraplanners taking the CII exams, we now have a series of educational videos on our website to help both with exam learning and refreshing your technical knowledge in general. In particular, we have a series of new Retirement training videos on the new Lifetime Allowance (LTA) regime. You can find them HERE.
And also, I hope you’ll find our article on the 4% rule, where we look at the cost of a comfortable retirement and what circumstances determine how much someone can safely take through drawdown, provides useful insight when paraplanning.
Keep an eye on the Fidelity Adviser Solutions Paraplanner Hub and Technical Matters areas on the Fidelity Adviser Solutions website for more of our insights. And of course we’ll be highlighting selected articles and videos via the Professional Paraplanner emails in the month ahead.
