Fidelity FundsNetwork is running a series of regional seminars to give advisers guidance on the suitability of tax wrappers, following CGT changes in the Budget 2008.
The seminars follow FundsNetwork’s publication of an ‘Insurance Bonds and Collectives’ white paper. Its author Paul Kennedy, head of trusts and tax planning solutions, will discuss the relevant tax efficiency of collective investments and insurance bonds at the seminars. He will be joined by Steve Hutton, Fidelity’s head of IFA sales, who will cover the principles of intelligent asset allocation. The one and a half hour seminars are set to take place in nine locations across the UK in June and July. The venues are: Bristol, Birmingham, Gatwick, Glasgow, Harrogate, Manchester, Newcastle, R...
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