FundsNetwork hosts bonds v collectives seminars

clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read
AIM at 30: Why advisers should take a fresh look at the UK's junior market

AIM at 30: Why advisers should take a fresh look at the UK's junior market

'We see AIM as a jewel in the crown with long-term appeal for the right clients'

Oliver Brown
clock 17 June 2025 • 4 min read
Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read