FundsNetwork adapts proposition to meet PBR proposals

The new features include consolidated tax statements, a regular withdrawal plan and a range of trusts and guides for IHT planning using OEICs and unit trusts. In addition, Fidelity FundsNetwork is introducing investment valuations and planning tools which “look” through the tax wrapper. Paul Kennedy, business development director for trusts and tax planning solutions at Fidelity FundsNetwork, says: “Whilst the industry still awaits certainty of the final CGT legislation, there can be little doubt that many advisers will look to use collectives as opposed to insurance bonds in circumstance...