Paul Squirrell, Head of Retirement and Savings Development, Fidelity Adviser Solutions, highlights key articles from the firm’s website and an upcoming webinar which paraplanners and advisers should find very useful.
Paul says:
In January, my colleagues Jon Hale, Paul Richards & I, will be hosting a special webinar where we’ll consider the implications for retirement and tax planning arising post the Autumn Budget, especially in the run up to the end of the 2024-2025 tax year, which promises to be a particularly hectic period.
We’ll be discussing the most-common tasks required for tax year end and run through how to quickly identify and practically manage any required actions on our platform.
We’ll be covering:
- 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.
You can find out more and register HERE.
Hopefully, readers of Professional Paraplanner will have seen our previous webinar on the Autumn Budget, where Paul Richards and I discuss what was changed – and equally as important, what wasn’t changed – in the Autumn Budget, in areas such as pensions, ISAs and capital gains tax.
If you haven’t seen it or want a refresher, you can view it HERE.
I’d also draw your attention to the latest Fidelity Adviser Solutions research into the financial advice market: IFA DNA 2024: Embracing change with confidence.
This is our annual examination of the opportunities and challenges facing advice firms, exploring their plans for the future, the pressures affecting the sector and how advice firms are responding to industry-wide themes.
We look at the prospects for growth, what impact AI may have on advice businesses and what advisers would like to see from the Labour government. If you want to know how advice firms may change in the years ahead, this is a must-read.
Learn more and read the report HERE.
And don’t forget to regularly visit our Paraplanner Hub and Technical Matters areas of the website for further articles and resources.
