Fidelity FundsNetwork is adding an online tax wrapper analyser to its platform. Scenarios with th...
Fidelity FundsNetwork is adding an online tax wrapper analyser to its platform. Scenarios with the different taxations of mutual fund onshore bond and offshore bonds can be fed into the tool, showing advisers which wrapper works best based on each potential outcome. FundsNetwork research of over 200 advisers found 99% believe tax wrapper allocation is integral to giving sound investment advice, yet 75% of advisers said they were dissatisfied with information provided by life companies on the topic. The analyser will analyse mutual funds, onshore insurance bonds and offshore bonds enabl...
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