Tax planning considerations following Labour’s first Budget

With fundamental changes to pension legislation – abolition of the lifetime allowance, the introduction of three new allowances – and changes to capital gains tax announced by the new government, there's plenty to consider. To help you prepare for the tax year end and ensure good client outcomes, please join next week. 

What will be covered?

• 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.

With tax year end approaching, why not check out Fidelity dedicated web hub? It contains everything you need at this busy time of year, including all the tool and resources that can help with managing client accounts. It also contains information on application deadlines and tips on avoiding delays and the latest tax tables which include the Autumn Budget 2024 update.