Toolkit
Blurred lines: the EM’ification of DM
A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.
Toolkit Category: Business Toolkit
Formulated and compiled especially for advisers, our Business Toolkit provides practical support to help you communicate with your clients, strengthen your relationships, and add value to your business.
Toolkit
Tax treatment of money purchase death benefit payments
Under the lifetime allowance (LTA) replacement regime, one of the three new allowances is the lump sum and death benefit allowance (LSDBA).
Toolkit
UFPLS withdrawals and the annual allowance tax charge
Paul Squirrell, Fidelity Adviser Solutions’ pension expert, answers a question raised via the Pension Forum.
Toolkit
TTFACs for clients over age 75 and taking PCLS
Should you consider applying for a transitional tax-free amount certificate (TTFAC) for a client who is over age 75 and looking to take a Pension Commencement Lump Sum?
Toolkit
Tax planning considerations – webinar replay
Fidelity Adviser Solutions' panel considers all the implications for retirement and tax planning.
Toolkit
Capital Gains and Investment Accounts
In this video, Fidelity's Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.
Toolkit
Reflections on the Autumn Budget 2024
Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.
Toolkit
Post-Budget and US election – is it time to invest again?
Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.
Toolkit
Adviser firms position themselves for growth
Paul Richards discusses some of the key findings and shares his thoughts on why advice firms are feeling more bullish about their prospects now, than at any time since the research began in 2020.
Toolkit
Autumn Budget key takeaways
Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gains tax.