Tax changes announced in both the Autumn Statement and Spring Budget mean there are important new considerations when thinking about the tax wrapper hierarchy for clients saving for their retirement. Various allowances have been cut – or are due to be abolished entirely – while other policy measures have been announced.
In this webinar, Fidelity’s Paul Squirrell will run through how the changes affect the planning process while Jon Hale will demonstrate how to practically manage and facilitate any required actions on our platform.
Highlights of this packed one-hour session include:
■ How the Spring Budget has changed the pension savings landscape.
■ Why pension savings are still the first place to start.
■ The options when investing beyond pensions and ISAs.
■ Hints and tips for capital gains management and how to manage reporting requirements.
Attendees will receive a CPD certificate following the webinar, which takes place on Wednesday 20 September at 10am.