The end of the tax year promises to be a particularly hectic period. Not only have we seen fundamental changes to pension legislation this year – with the abolition of the lifetime allowance and the introduction of three new allowances – but also the new Labour government has announced some changes to capital gains tax and the inheritance tax rules as we move forward. All these alterations potentially affect clients’ long-term financial plans and certain actions may need to be taken before the new tax year.
Ensuring good outcomes for clients
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 where they’ll consider all the implications for retirement and tax planning. The panel will reflect 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. They’ll also consider the Chancellor’s proposals for inheritance tax and pensions and what these potentially mean for estate planning. Finally, they’ll 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.
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.
The webinar will last for 45 minutes and a certificate of attendance will be provided to attendees after the presentation. If you have any questions, please feel free to submit them when you register and we will look to answer them during the discussion.
Overview
