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
What is inheritance tax? The basics
Who gets what when you're gone?
Oliver Griffin Fidelity International - 17 Nov 2025
Autumn Budget: inheritance tax and other possible changes
A round up of potential changes and how they could impact you
Marianna Hunt Fidelity International - 27 Oct 2025
How could the inheritance tax seven-year rule change?
What families and advisers need to know
Marianna Hunt Fidelity International - 09 Oct 2025
3 admin hacks to cut tax when you die
Save your loved ones time and hassle
Ed Monk Fidelity International - 06 Oct 2025
Inheritance tax: what people get wrong about the 7-year rule
Do you really understand the 7-year rule for IHT?
Ed Monk Fidelity International - 02 Oct 2025
Investing for a 100-year life: putting it into practice
How to enjoy your 60s and 70s without paying the price later
Tom Stevenson Fidelity International - 02 Oct 2025
How to talk to your children about their inheritance
How to reduce your inheritance tax bill
Becks Nunn Fidelity International - 25 Sep 2025
5 IHT mistakes that could cost you thousands
Some key pitfalls to watch out for
Marianna Hunt Fidelity International - 24 Sep 2025
7 steps to pass on a portfolio
A practical guide to passing on wealth
Jemma Slingo Fidelity International - 17 Sep 2025
Didn’t Sell in May? Good call - the week ahead
What’s driving your investments this week?
Tom Stevenson Fidelity International - 01 Sep 2025
5 common IHT scenarios - from best to worst
Plus, how to pass on £2 million IHT-free
Marianna Hunt Fidelity International - 27 Aug 2025
Inheritance tax changes - what we know so far
How to prepare for the changes now
Marianna Hunt Fidelity International - 13 Aug 2025
IHT is changing - can I still count on my inheritance?
Understanding the new inheritance tax rules—and how to protect your legacy
Ed Monk Fidelity International - 07 Aug 2025
5 tax hacks: how to make financial gifts without a big tax bill
The tax savvy guide to gifting
Becks Nunn Fidelity International - 12 Mar 2025
8 steps to ‘permanently’ fix your finances
Our quick-route plan for time-poor people
Andrew Oxlade Fidelity International - 24 Jan 2025
3 tax quirks that could see your IHT bill soar
IHT rules can lead to wildly different outcomes from similar circumstances
Ed Monk Fidelity International - 08 Jan 2025
How to invest a £1k, £20k or £100k inheritance
3 ways to invest an inheritance
Becks Nunn Fidelity International - 17 Dec 2024
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