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Tax planning considerations following Labour’s first Budget

To help you prepare for the upcoming period and ensure good client outcomes, Fidelity’s Paul Richards, Paul Squirrell and Jon Hale discuss all the implications for retirement and tax planning. The panel reflects on what has changed or is about to change and, importantly, what has stayed the same, in areas such as pensions, ISAs and capital gains tax in this 45-minute video. They also consider the Chancellor’s proposals for inheritance tax and pensions and what these potentially mean for estate planning. Finally, they touch upon 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.

Video chapters – navigate easily to your area of interest

About the Speakers

Paul Richards Headshot

Paul Richards

Paul is our Head of Distribution and has worked at Fidelity since 2006. He is responsible for the development and implementation of sales strategy, as well as the day-to-day management of the field-based and telephony sales teams.

Paul has over 34 years’ experience in financial services, beginning his career at a life insurance company, before moving to Skandia, where he held various sales roles, culminating in the role of Sales Development Manager for the London region.

Paul holds the Advanced Financial Planning Certificate and is an Associate of the Chartered Insurance Institute.
Paul Squirrell Headshot

Paul Squirrell FPFS

Paul is our Head of Retirement and Savings Development.

He is a retirement and savings specialist, helping advisers with the complexities and ongoing changes in tax legislation.

Paul started his career in Financial Services in 1987 and was working as a pension specialist in the employee benefits sector before joining Fidelity in 2007. Prior to that he was an Independent Financial Adviser in the Suffolk Area.

Paul is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
 
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Jon Hale

Jon is a Senior Regional Platform consultant at Fidelity Adviser Solutions where he also manages the National Platform Consultancy team.

Together they provide support to advisers, ensuring the platform can be fully integrated into their business whilst helping to maximise functionality and create efficiencies. This includes implementing investment propositions, consolidating assets, managing decumulation strategies and providing training support. 

Jon began his career in 1991 and has worked in a variety of roles supporting financial advisers, both at life and pension companies and platform providers. Jon joined Fidelity in 2013 and holds the CII diploma in financial planning.
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