12th August 2023

Fidelity Adviser Solutions: Webinar: Retirement savings hierarchy

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 Fidelity’s 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.

-        Event title: Retirement savings hierarchy 
Date: Wednesday 20 September 2023

-        Start time: 10am

-        End time: 11am

Register 

Tax, Trust & ISA