Fidelity Adviser Solutions’ Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning. In particular, he examines the announcement on inherited pensions and ponders what the changes in capital gains tax rates mean for wrapper selection – has the balance shifted in the bond versus collectives debate or are outcomes more or less unchanged?
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Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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