Inheritance and legacy
Important information: The value of investments can go down as well as up so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Inheritance and legacy
8 steps to ‘permanently’ fix your finances
Our quick-route plan for time-poor people
Andrew Oxlade Fidelity International - 17 Jan 2025
3 tax quirks that could see your IHT bill soar
IHT rules can lead to wildly different outcomes from similar circumstances
Ed Monk Fidelity International - 08 Jan 2025
How to invest a £1k, £20k or £100k inheritance
3 ways to invest an inheritance
Becks Nunn Fidelity International - 17 Dec 2024
5 tax hacks: how to make financial gifts without a big tax bill
The tax savvy guide to gifting
Becks Nunn Fidelity International - 12 Dec 2024
Who should really be the target of Inheritance Tax?
The Personal Investor Podcast
Ed Monk Fidelity International - 04 Dec 2024
IHT on pensions to push wealthy families into 80% plus tax
Extra risk of estates passing key £2m limit
Ed Monk Fidelity International - 29 Nov 2024
Q&A: the new ‘double tax’ on inherited pensions
Tax changes due in 2027 could upend retirement plans
Ed Monk Fidelity International - 15 Nov 2024
Autumn Budget 2024: Labour’s big tax gamble
What the Autumn Budget means for you and your money
Ed Monk Fidelity International - 01 Nov 2024
10 things to look out for in the Autumn Budget
What the Budget could mean for you and your money
Emma Simon Investment writer - 24 Oct 2024
Autumn Budget: how Labour might change IHT
A look at the potential changes and how to protect yourself
Emma Simon Investment writer - 23 Oct 2024
Your questions answered
The Budget, the Middle East and beyond
Ed Monk Fidelity International - 10 Oct 2024
Autumn Budget: will AIM shares lose their inheritance tax break?
What the Autumn Budget could mean for investors in AIM stocks
Richard Evans Fidelity International - 08 Oct 2024
Why a SIPP can make sense at older ages
A pension can give you extra flexibility even in retirement
Ed Monk Fidelity International - 10 Jul 2024
Labour and you: what the election means for your finances
Tom’s take on the election
Tom Stevenson Fidelity International - 05 Jul 2024
IHT election stalemate: 8 exemptions to cut an inheritance tax bill
Which gifts to family will avoid the IHT trap?
Ed Monk Fidelity International - 21 Jun 2024
Election countdown: Pension, ISAs and IHT news to watch
6 crucial money issues
Andrew Oxlade Fidelity International - 24 May 2024
What happens to my money when I die?
Be in the know to ensure your pensions and investments go to who you want them to
Emma-Lou Montgomery Fidelity International - 20 Mar 2024
Love is….5 golden rules for financial harmony
Remember not to let your heart rule your finances
Emma-Lou Montgomery Fidelity International - 14 Feb 2024
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