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Financial planning

How to make the most of your personal finances.

Investors should note that the views expressed may no longer be current and may have already been acted upon.

The value of investments can go down as well as up so you may get back less than you invest. 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 an authorised financial adviser.

Meet our authors

Ed Monk

Which gifts to family are caught by Inheritance Tax?

The rules allow you to give money away in some instances

Ed Monk

Ed Monk Fidelity Personal Investing - 15 May 2019

Emma-Lou Montgomery

Five new tax year resolutions to start today

A new tax year has started, here’s how to turn 2019/20 into a great year

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 12 Apr 2019

Tom Stevenson

Five investment lessons we wish we’d known earlier

As they say, hindsight is a wonderful thing

Tom Stevenson

Tom Stevenson Fidelity Personal Investing - 20 Mar 2019

Daniel Lane

ISA: How, not how much

Why ISAs make sense

Daniel Lane

Daniel Lane Fidelity Personal Investing - 19 Mar 2019

Ed Monk

What will be your safety net?

What’s your plan if life throws something nasty your way?

Ed Monk

Ed Monk Fidelity Personal Investing - 18 Mar 2019

Emma-Lou Montgomery

Give your ISA a £2,500 boost - without spending a penny

You can boost your savings simply by cutting back on everyday things

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 15 Mar 2019

Tom Stevenson

Six reasons for investors to keep calm and carry on

Why it pays to look through short-term market noise

Tom Stevenson

Tom Stevenson Fidelity Personal Investing - 14 Mar 2019

Emma-Lou Montgomery

Are you financially compatible?

Opposites may attract, but differing views about money can lead to conflict

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 14 Feb 2019

Emma-Lou Montgomery

Three resolutions to keep in 2019

New Year’s resolutions floundering? Here are three you can pull off

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 18 Jan 2019

Emma-Lou Montgomery

Three things to do if you’re getting divorced

If your marriage is on the rocks, here’s what you need to do straightaway

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 10 Jan 2019

Tom Stevenson

How much cash?

The pros and cons of liquidity

Tom Stevenson

Tom Stevenson Fidelity Personal Investing - 02 Jan 2019

Daniel Lane

How do you deal with volatility?

Keeping a cool head in choppy waters.

Daniel Lane

Daniel Lane Fidelity Personal Investing

Emma-Lou Montgomery

Why you must write a Will

Tackle the taboo this Make a Will Month so you don’t leave loved ones in limbo

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 19 Nov 2018

Emma-Lou Montgomery

Give them the gift of saving this Christmas

Ditch the toys and tat that will be broken by Boxing Day and give them something more lasting

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 13 Nov 2018

Emma-Lou Montgomery

The right royal cost of having a baby

Money matters for new mums and dads

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 15 Oct 2018

Daniel Lane

The truth about young savers

Under 30s money management

Daniel Lane

Daniel Lane Fidelity Personal Investing - 12 Oct 2018

Emma-Lou Montgomery

How to graduate debt free

Forward planning makes paying uni costs child’s play

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 17 Sep 2018

Daniel Lane

Students beat UK savers

The kids are alright

Daniel Lane

Daniel Lane Fidelity Personal Investing - 31 Aug 2018

Daniel Lane

Record house prices here to stay?

Halifax cautious on sales outlook

Daniel Lane

Daniel Lane Fidelity Personal Investing - 10 Aug 2018

Emma-Lou Montgomery

Why I wouldn’t bank on an inheritance if I was you

Relying on a windfall is a risky business

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 03 Aug 2018

Emma-Lou Montgomery

Five things you need to know before investing for your child

No fairy tales just facts about investing for children

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 03 Jul 2018

Daniel Lane

Is bitcoin a bubble?

The crypto headliner in the race to the top

Daniel Lane

Daniel Lane Fidelity Personal Investing - 14 Dec 2017

Emma-Lou Montgomery

Regrets, I’ve had a few - have you?

Black Friday hangovers and other financial woes

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 04 Dec 2017

Emma-Lou Montgomery

3 things you can’t afford to put off

When it comes to your finances, it’s time to take action

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 30 Nov 2016

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The objective of this section is to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. Content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party.