The rules and incentives governing savings may be up for review at the Autumn Statement next month (22 November). Reports are emerging of an overhaul of the regime for ISAs. With little room for tax giveaways, the government may need to rely on tweaks to savings as a financial sweetener to families. But how? Fidelity’s Ed Monk examines some of the proposed ISA reforms.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
Not yet registered?
Please complete this form to join our community