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Home

Budget

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.

Budget

Our experts give the latest analysis on what the Budget means for you and your money

Tom Stevenson
UK

Spring Statement: what you need to know

Waiting for growth: Rachel Reeves kicks the can down the road

Tom Stevenson

Tom Stevenson Fidelity International - 26 Mar 2025

Emma Simon
UK

What can we expect from the Spring Statement?

All you need to know

Emma Simon

Emma Simon Investment writer - 13 Mar 2025

Tom Stevenson
Global

The power of diversification: the week ahead

What’s driving your investments this week?

Tom Stevenson

Tom Stevenson Fidelity International - 10 Mar 2025

Ed Monk
Personal finance

Q&A: the new ‘double tax’ on inherited pensions

Tax changes due in 2027 could upend retirement plans

Ed Monk

Ed Monk Fidelity International - 15 Nov 2024

Tom Stevenson
Markets

This week in the markets: weighing up the Trump Bump

What’s driving your investments this week?

Tom Stevenson

Tom Stevenson Fidelity International - 11 Nov 2024

Ed Monk
UK

Autumn Budget 2024: Labour’s big tax gamble

What the Autumn Budget means for you and your money

Ed Monk

Ed Monk Fidelity International - 01 Nov 2024

Richard Evans
Personal finance

Autumn Budget: the winners and losers

What the Budget could mean for you

Richard Evans

Richard Evans Fidelity International - 30 Oct 2024

Tom Stevenson
Personal finance

Autumn Budget 2024 - what it means for you and your money

No surprises from Rachel Reeves’s tax-spend-and-borrow Budget

Tom Stevenson

Tom Stevenson Fidelity International - 30 Oct 2024

Tom Stevenson
Markets

This week in the markets: politics in focus

What’s driving your investments this week?

Tom Stevenson

Tom Stevenson Fidelity International - 28 Oct 2024

Emma Simon
Personal finance

Autumn Budget: how Labour might change employers’ NI contributions

What this could mean for your pay and your pension

Emma Simon

Emma Simon Investment writer - 24 Oct 2024

Emma Simon
Personal finance

10 things to look out for in the Autumn Budget

What the Budget could mean for you and your money

Emma Simon

Emma Simon Investment writer - 24 Oct 2024

Richard Evans
Personal finance

Autumn Budget: how Labour might change ISAs and the dividend tax

No commitment in manifesto to leave tax breaks untouched

Richard Evans

Richard Evans Fidelity International - 23 Oct 2024

Ed Monk
Personal finance

Autumn Budget: how Labour might change pensions

The most talked about reforms - will any of them happen?

Ed Monk

Ed Monk Fidelity International - 23 Oct 2024

Emma Simon
Personal finance

Autumn Budget: how Labour might change IHT

A look at the potential changes and how to protect yourself

Emma Simon

Emma Simon Investment writer - 23 Oct 2024

Emma Simon
Personal finance

Autumn Budget: how Labour might change CGT

All you need to know about Capital Gains Tax

Emma Simon

Emma Simon Investment writer - 23 Oct 2024

Richard Evans
Personal finance

Autumn Budget: how Labour could end the 60% tax band and its cliff edges

One simple change that could make the tax system rational again

Richard Evans

Richard Evans Fidelity International - 22 Oct 2024

Ed Monk
Markets

This week in the markets: can the winning streak go on?

What’s driving your investments this week?

Ed Monk

Ed Monk Fidelity International - 21 Oct 2024

Andrew Oxlade
Saving for retirement

How the Autumn Budget may change the appeal of annuities

Create your own ‘final salary lite’ pension

Andrew Oxlade

Andrew Oxlade Fidelity International - 16 Oct 2024

Tom Stevenson
Global

This week in the markets: where now?

What’s driving your investments this week?

Tom Stevenson

Tom Stevenson Fidelity International - 14 Oct 2024

Tom Stevenson
Markets

Chancellor’s borrowing plans will anger a formidable enemy

Borrowing binge will test the bond market

Tom Stevenson

Tom Stevenson Fidelity International - 10 Oct 2024

Ed Monk
Podcast

Your questions answered

The Budget, the Middle East and beyond

Ed Monk

Ed Monk Fidelity International - 10 Oct 2024

Richard Evans
Personal finance

3 options for taking pension tax-free cash

Savers may not appreciate how much flexibility they have with pension lump sums

Richard Evans

Richard Evans Fidelity International - 08 Oct 2024

Richard Evans
Personal finance

Autumn Budget: will AIM shares lose their inheritance tax break?

What the Autumn Budget could mean for investors in AIM stocks

Richard Evans

Richard Evans Fidelity International - 08 Oct 2024

Tom Stevenson
Global

This week in the markets: where next for the two-year bull market?

What’s driving your investments this week?

Tom Stevenson

Tom Stevenson Fidelity International - 07 Oct 2024

Ed Monk
Podcast

History’s biggest tax blunders - and what might Rachel Reeves do?

Lessons from the past

Ed Monk

Ed Monk Fidelity International - 12 Sep 2024

Tom Stevenson
Personal finance

The unintended consequences of fiddling around with taxes

Chancellor has painted herself into a corner ahead of the Budget

Tom Stevenson

Tom Stevenson Fidelity International - 05 Sep 2024

Ed Monk
Saving for retirement

Eight questions before you take tax-free cash from your pension

Be sure not to make a lasting mistake with your retirement cash

Ed Monk

Ed Monk Fidelity International - 31 Jul 2024

Ed Monk
Saving for retirement

Labour's possible pension changes - what chance they happen?

The coming months could tell us much about the government’s plans

Ed Monk

Ed Monk Fidelity International - 11 Jul 2024

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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

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