20th January 2026

Fidelity Adviser Solutions: Tax year end planning tools and resources

With the tax year end approaching, why not check out Fidelity Adviser Solutions' dedicated web hub? It contains everything you need at this busy time of year, including all the tools and resources that can help with managing client accounts. It also contains tips on avoiding delays, tax planning insights, client report management and the latest tax tables.

Visit the hub

Tax, Trust & ISA, Partner Guides & Whitepapers, Wraps & Platforms

Registration

Free Registration and CPD

Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Trusts School – Remaining Sessions

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.

Trusts School – Session 3 reminder

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.

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