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Home Inheritance and legacy

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

Becks Nunn
Personal finance

5 tax hacks: how to make financial gifts without a big tax bill

The tax savvy guide to gifting

Becks Nunn

Becks Nunn Fidelity International - 12 Mar 2025

Andrew Oxlade
Personal finance

8 steps to ‘permanently’ fix your finances

Our quick-route plan for time-poor people

Andrew Oxlade

Andrew Oxlade Fidelity International - 24 Jan 2025

Ed Monk
Personal finance

3 tax quirks that could see your IHT bill soar

IHT rules can lead to wildly different outcomes from similar circumstances

Ed Monk

Ed Monk Fidelity International - 08 Jan 2025

Becks Nunn
Inheritance and legacy

How to invest a £1k, £20k or £100k inheritance

3 ways to invest an inheritance

Becks Nunn

Becks Nunn Fidelity International - 17 Dec 2024

Ed Monk
Podcast

Who should really be the target of Inheritance Tax?

The Personal Investor Podcast

Ed Monk

Ed Monk Fidelity International - 04 Dec 2024

Ed Monk
Personal finance

IHT on pensions to push wealthy families into 80% plus tax

Extra risk of estates passing key £2m limit

Ed Monk

Ed Monk Fidelity International - 29 Nov 2024

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

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

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

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

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

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

Ed Monk
Personal finance

Why a SIPP can make sense at older ages

A pension can give you extra flexibility even in retirement

Ed Monk

Ed Monk Fidelity International - 10 Jul 2024

Tom Stevenson
Personal finance

Labour and you: what the election means for your finances

Tom’s take on the election

Tom Stevenson

Tom Stevenson Fidelity International - 05 Jul 2024

Ed Monk
Personal finance

IHT election stalemate: 8 exemptions to cut an inheritance tax bill

Which gifts to family will avoid the IHT trap?

Ed Monk

Ed Monk Fidelity International - 21 Jun 2024

Andrew Oxlade
Personal finance

Election countdown: Pension, ISAs and IHT news to watch

6 crucial money issues

Andrew Oxlade

Andrew Oxlade Fidelity International - 24 May 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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