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Ask Fidelity

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.

Ask Fidelity

Richard Evans

What does return on capital mean and how do you calculate it?

How to measure the profitability of a business

Richard Evans

Richard Evans Fidelity International - 19 Jun 2025

Sarndip Bagri

How do I assess investment costs?

Aligning choices and charges with your needs

Sarndip Bagri

Sarndip Bagri Fidelity International - 17 Jun 2025

Richard Evans

Can I invest in cryptocurrency within my ISA?

Options for investors who want the likes of bitcoin in their portfolio

Richard Evans

Richard Evans Fidelity International - 16 Jun 2025

Becks Nunn

Moving or retiring abroad - what happens to my Fidelity SIPP?

A checklist for customers retiring overseas

Becks Nunn

Becks Nunn Fidelity International - 16 Jun 2025

Becks Nunn

What’s the difference between ETFs and index funds?

ETF and index fund investing ideas

Becks Nunn

Becks Nunn Fidelity International - 13 Jun 2025

Richard Evans

Why have I lost money on gilts?

Reader expected gilts to gain as interest rates fell

Richard Evans

Richard Evans Fidelity International - 11 Jun 2025

Emma Simon

Does the current rise in bond yields directly impact annuity rates?

How bond yields are affecting retirement income

Emma Simon

Emma Simon Investment writer - 03 Jun 2025

Emma Simon

Should I top-up my investment when the price is rising?

Understanding the right time to buy

Emma Simon

Emma Simon Investment writer - 03 Jun 2025

Emma Simon

Can I reinvest pension tax-free cash and claim more later?

What are the rules on recycling pension money?

Emma Simon

Emma Simon Investment writer - 22 May 2025

Richard Evans

What is a share buyback?

Your questions… answered by experts

Richard Evans

Richard Evans Fidelity International - 21 May 2025

Emma Simon

We’re retired, when do we cash in our ISAs?

Switching from a ‘saving for tomorrow’ to a ‘spending now’ mindset

Emma Simon

Emma Simon Investment writer - 20 May 2025

Becks Nunn

Can both husband and wife gift £250 to the same person?

There are so many options when it comes to gifting

Becks Nunn

Becks Nunn Fidelity International - 19 May 2025

Emma Simon

Should I have stocks and shares investments at 50?

What sort of risk should I take when buying shares?

Emma Simon

Emma Simon Investment writer - 16 May 2025

Andrew Oxlade

How can I invest in the ‘value’ bounce back?

Buying undervalued companies with unappreciated financial strength

Andrew Oxlade

Andrew Oxlade Fidelity International - 15 May 2025

Richard Evans
Richard Evans

Richard Evans Fidelity International - 21 Apr 2025

Becks Nunn

Where do you take my fees from?

Learn more about your Cash Management Account

Becks Nunn

Becks Nunn Fidelity International - 07 Apr 2025

Emma Simon

What’s the ideal monthly pension contribution at age 22?

What 22-year-olds need to contribute into their pension

Emma Simon

Emma Simon Investment writer - 04 Apr 2025

Emma Simon

Do inherited ISAs continue for the rest of a widow’s life?

What you need to know about inherited ISAs

Emma Simon

Emma Simon Investment writer - 04 Apr 2025

Richard Evans

How do I reduce my exposure to the US?

Select 50 fund options that invest outside of the US

Richard Evans

Richard Evans Fidelity International - 03 Apr 2025

Emma Simon

Is it worth saving in a pension at the age of 72?

Saving options in your seventies

Emma Simon

Emma Simon Investment writer - 10 Mar 2025

Ed Monk

What is my ‘nil-rate band’ for Inheritance Tax?

My wife died 10 years ago and my daughters will get everything

Ed Monk

Ed Monk Fidelity International - 06 Mar 2025

Richard Evans

How can I invest in big US stocks but avoid Tesla?

Active funds that have not backed the electric car maker

Richard Evans

Richard Evans Fidelity International - 26 Feb 2025

Ed Monk

Can I protect my ISAs from Inheritance Tax?

All you need to know about ISAs and Inheritance Tax

Ed Monk

Ed Monk Fidelity International - 20 Feb 2025

Richard Evans

How can I invest in housebuilders via a fund?

UK building and construction investment option

Richard Evans

Richard Evans Fidelity International - 20 Feb 2025

Marianna Nezhivaya
Marianna Nezhivaya

Marianna Nezhivaya Fidelity International - 05 Feb 2025

Ed Monk
Ed Monk

Ed Monk Fidelity International - 30 Jan 2025

Richard Evans

How do I start investing?

All you need to know to get started

Richard Evans

Richard Evans Fidelity International - 09 Jan 2025

Richard Evans

How do I invest in AI stocks?

What you need to know about investing in artificial intelligence

Richard Evans

Richard Evans Fidelity International - 11 Dec 2024

Emma Simon

Tax-free cash: will I be a higher rate taxpayer?

How final salary pensions are taxed

Emma Simon

Emma Simon Investment writer - 05 Dec 2024

Emma Simon

Inheritance: is it too late to give gifts to my grandchildren?

Gifting with reduced life expectancy explained.

Emma Simon

Emma Simon Investment writer - 04 Dec 2024

Emma Simon
Emma Simon

Emma Simon Investment writer - 04 Dec 2024

Richard Evans

Book value: what is it and how do you calculate it?

A company’s book value is the value of all its assets minus the value of all its liabilities

Richard Evans

Richard Evans Fidelity International - 06 Nov 2024

Richard Evans
Richard Evans

Richard Evans Fidelity International - 24 Oct 2024

Richard Evans
Richard Evans

Richard Evans Fidelity International - 10 Jul 2024

Ed Monk

When I die can my ISAs be passed on to my wife?

An allowance can be passed to a spouse or a civil partner

Ed Monk

Ed Monk Fidelity International - 28 Jun 2024

Nafeesa Zaman

Will the FTSE 100 index go up this year?

Over the past year the index has seen a rise but will it continue?

Nafeesa Zaman

Nafeesa Zaman Fidelity International - 21 Jun 2024

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