Live webinar – Financial planning at tax year end – with Fidelity

There's still time to register for Fidelity Adviser Solutions’ live webinar taking place on Thursday 22 January at 10.30am. 

To help you prepare for the upcoming period and ensure good client outcomes, Fidelity’s Paul Richards, Paul Squirrell and Jon Hale will be hosting this special webinar.

What will be covered?

• Reflection on the latest Budget, including what has changed or is about to change and, importantly, what has stayed the same, in areas which may include pensions, ISAs and capital gains tax.

• Discussions on inheritance tax and pensions, and what these could mean for estate planning. 

• A practical run-through of common tax year end tasks, including how to quickly identify required actions for clients and practically manage those actions.

The webinar will last for 45 minutes and CPD accreditation will be provided to attendees after the discussion.

If you have any questions, please feel free to submit them when you register and they will look to answer them during the discussion.
 

Tax year end planning tools and resources

With tax year end approaching, why not check out the 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. As well as analysis following the latest Autumn Budget.