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Fidelity Adviser Solutions’ dedicated tax year end hub brings together the tools, insights and practical support you need to guide clients confidently through this busy period.
Their one‑stop hub includes videos, articles and planning guidance to help you maximise pension and ISA opportunities, plan effectively across both tax years, and stay ahead of key deadlines.
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Below is a snapshot of what you’ll find
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Capital Gains and Investment Accounts
CGT calculations can be deceptively complex. In this explainer, Paul Squirrell breaks down the methodology for assessing gains and losses, determining tax liabilities, and navigating key considerations that often catch investors out.
12-minute watch
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Articles advisers are reading now
A look at the 2027 IHT changes, common misconceptions, and why pensions continue to offer compelling tax‑efficient retirement planning benefits.
Upcoming changes to savings and dividend tax rates – from 2026 and 2027 – slightly shift wrapper considerations. We explore how to match wrappers to client circumstances, allowances and return expectations.
With a proposed IHT charge on unused pensions, ‘gifts out of surplus income’ may become a more valuable estate planning tool. This article outlines the implications and opportunities.
Key discussions, summaries and checklists
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Financial planning considerations at tax year end
Fidelity experts Paul Richards, Paul Squirrell and Jon Hale unpack the latest developments in retirement and tax planning. They cover pensions, ISAs, CGT and estate planning, with practical, platform‑focused tips for year end.
45‑minute panel discussion
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A snapshot of the 2025 Budget for financial planners
A clear, concise summary of the Budget measures that matter most – including changes to ISAs, pensions, thresholds, inheritance rules and investment reliefs – with tax implications coming in April 2026 and April 2027.
Download now
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Pension contributions checklist
A practical aide‑mémoire covering key considerations for clients making pension contributions. This checklist clarifies limits, tax‑relievable amounts and planning opportunities for this year.
Download now
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We hope you find these resources valuable as you support clients through tax year end.
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