17th January 2025
Fidelity Adviser Solutions: Tax planning considerations following Labour’s first Budget
The end of the tax year promises to be a particularly hectic period. Not only have we seen fundamental changes to pension legislation this year – with the abolition of the lifetime allowance and the introduction of three new allowances – but also the new Labour government has announced some changes to capital gains tax and the inheritance tax rules as we move forward. All these alterations potentially affect clients’ long-term financial plans and certain actions may need to be taken before the new tax year.
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