Insights
Helping you stay informed and ahead
Bringing together partner-created content in one place, so you can quickly find the insights and guidance most relevant to you.
Using the platform to pass on assets
Using the platform to pass on assets Donna Drewett – Senior Regional Platform Consultant, Fidelity Adviser Solutions Recent changes to IHT legislation mean that unused pensions are expected to fall within an individual’s estate from 2027. As a result, advisers are increasingly focusing on how clients can efficiently pass on their wealth to loved ones. […]
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Facilitating adviser fees directly from personal pensions
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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IHT Top Trumps: Which strategy comes out on top?
Sharpen your IHT planning with the final session of M&G's Trusts School (16 July). Compare trusts with annuities, whole of life and Business Relief through practical case studies, earn up to 70 minutes of CII CPD, and take away insights for client conversations.
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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.
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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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Trusts School Events
Build your confidence in advising on trusts with M&G’s 6-part Trusts School (11 June – 16 July). Join expert-led sessions, earn up to 420 minutes of CII CPD, and gain practical insights you can apply immediately.Learn more and sign up here
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Trusts School Events
Build your confidence in advising on trusts with M&G’s 6-part Trusts School (11 June – 16 July). Gain practical insights you can apply immediately, join live Q&As, and earn up to 420 minutes of CII-accredited structured CPD
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Rewriting the rules: pensions and inheritance tax
Inheritance tax rule changes for unused pensions mean that advisers may need to review retirement income strategies for their clients. Fidelity Adviser Solutions article and guide explore the practical challenges, opportunities and trade offs involved in running down pension assets, managing surplus income and effective estate planning strategies for future generational planning needs. 3-minute read
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Planning with pensions in the IHT net – a case study
On Demand Event – Join Les Cameron, Head of Technical at M&G, as he works through a real life case study on the effects of pensions being brought into the IHT net and, more importantly, what you may want to do about it.
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Welcome to the new tax year
A new tax year brings fresh allowances and valuable planning opportunities for you and your clients. Fidelity Adviser Solutions tax year beginning hub highlights key actions to consider – covering tax returns, Bed & ISA strategies and capital gains planning. You’ll also find guidance on pensions, bonds and inheritance tax, along with insights on market volatility to support your client conversations as the new tax year gets underway.
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Tax tables 2026/27
Fidelity Adviser Solutions’ tax tables show information for 2025/26 and 2026/27 relating to tax rates, allowances and pensions. You can easily track changes to income tax, pensions, including State Pension and inheritance tax to support your advice recommendations.
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Tax Year End – we've got you covered
Our Tax Year End hub on our award-winning Tech Matters site puts everything you need in one place, so you can move from insight to action quickly. Alongside our regular emails over the next few weeks, you'll have everything you need to demonstrate to clients the true value of advice.
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