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Paraplanner technical hub
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Tax planning opportunities for 2025/26 and beyond
You’ll find below some suggestions on how clients can make the most of their savings and investment.
Paul Richards and Paul Squirrell break down the key announcements from the latest Budget. From pensions and ISAs to personal taxation and inheritance rules, this discussion highlights what’s changed, what hasn’t, and the practical steps advisers should take now.
The November Budget may have been one of the most leaked in history, but it still brought a few surprises. This summary covers the key changes that matter for financial planning - ISAs, pensions, tax thresholds, inheritance rules, and investment reliefs. It also explores the tax implications across different client scenarios and wrappers for the current tax year as well as for changes coming in April 2026 and April 2027.
Join Fidelity experts Paul Richards, Paul Squirrell, and Jon Hale on 22 January 2026 for an exclusive 45-minute session. Following the latest Government Budget announcement, are you ready to navigate what’s new and what’s next? The session is designed to help you deliver the best outcomes for your clients.