• Get started
  • Getting to grips with tax

Getting to grips with tax

Know your tax situation

In this section, we help you understand your tax situation and suggest ways of protecting your money from unnecessary taxes when it comes to investing your money.

  • Know your personal allowance – this is the amount you can earn without paying income tax
  • Know your income tax band – the amount of tax you pay is calculated using different tax rates and a series of tax bands.
  • Consider – tax efficient savings schemes – pensions, ISAs, etc.
  • Review personal allowance tables


Fidelity can only give you general tax information and the general guidance on these pages does not constitute tax advice. If you want advice, based on your individual circumstances, please speak to an adviser. The information and guidance provided is based on current law and practice and may be subject to subsequent change.

Here to help

If you have any questions, please call our freephone UK-based team.

Here to help

0333 300 3350

Monday to Friday, 8am to 6pm,
Saturday 9am to 6pm.

Please be aware that Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.