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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

Ask Fidelity

How do I gift to a grandchild?

Tax-efficient ways for grandparents to pass money on

Becks Nunn Fidelity International - 17 Sep 2026

Saving for retirement

ISA or pension? Where to take money from first in retirement

How tax changes could affect your retirement income

Jemma Slingo Fidelity International - 10 Aug 2026

Inheritance and legacy

When the IHT 7-year rule becomes a 14-year rule

The little-known catch you need to watch out for

Marianna Hunt Fidelity International - 05 Aug 2026

Inheritance and legacy

Pensions and Inheritance Tax: what the upcoming changes mean

What’s actually changing and how to stay ahead

Oliver Griffin Fidelity International - 03 Aug 2026

Ask Fidelity

Will my daughter’s wedding reduce my IHT bill?

Understand the IHT rules for wedding gifts and supplier payments

Marianna Hunt Fidelity International - 21 Jul 2026

Inheritance and legacy

Can this hack help you gift money tax-free?

How regular income gifts may help reduce your estate’s tax bill

Ed Monk Fidelity International - 09 Jul 2026

Ask Fidelity

IHT: your questions answered on trusts, spouses and tax traps

What to know about transfers, trusts and avoiding common IHT pitfalls

Marianna Hunt Fidelity International - 17 Jun 2026

Ask Fidelity

IHT gifting allowances: 8 key questions answered

How IHT gifting rules work, from income gifts to annual allowances

Marianna Hunt Fidelity International - 10 Jun 2026

Inheritance and legacy

Who can I leave my pension to?

Don’t leave it to chance. Nominate your beneficiaries.

Becks Nunn Fidelity International - 09 Jun 2026

Personal finance

Inheritance Tax taper relief explained

Understanding the rules that shape what your loved ones receive

Oliver Griffin Fidelity International - 26 May 2026

Ask Fidelity

I want to pass my pension to my wife - how much tax will she pay?

Pensions and tax after age 75

Ed Monk Fidelity International - 18 May 2026

Inheritance and legacy

9 steps to tackle the IHT change coming for your pension

A practical guide to preparing for pension IHT changes

Ed Monk Fidelity International - 07 May 2026

Inheritance and legacy

How to talk to your children about their inheritance

Preparation can give you peace of mind

Becks Nunn Fidelity International - 29 Apr 2026

Inheritance and legacy

How to keep IHT records and avoid an unnecessary bill

A practical guide to recording gifts, assets and exemptions

Marianna Hunt Fidelity International - 22 Apr 2026

Ask Fidelity

I inherited a pension - can it go to my children instead?

What inherited pension rules mean for passing wealth on

Ed Monk Fidelity International - 22 Apr 2026

Personal finance

Is now the right time for financial advice?

Change is often a reason customers seek advice

Becks Nunn Fidelity International - 14 Apr 2026

Inheritance and legacy

9 ways to protect your pension from IHT changes

Key planning moves before pensions face inheritance tax

Marianna Hunt Fidelity International - 13 Apr 2026

Inheritance and legacy

This IHT mistake could cost you £78,000

How taper relief can affect the inheritance tax seven-year rule

Marianna Hunt Fidelity International - 09 Apr 2026

Ask Fidelity

What happens to unused tax-free cash in my pension?

A key question answered

Oliver Griffin Fidelity International - 06 Apr 2026

Inheritance and legacy

IHT problem? Try combining these perks

The role Junior ISAs can play in inheritance tax planning

Jemma Slingo Fidelity International - 01 Apr 2026

Ask Fidelity

Will our adult kids living at home create an IHT bill?

How supporting adult children at home affects inheritance tax

Marianna Hunt Fidelity International - 27 Jan 2026

Personal finance

8 steps to ‘permanently’ fix your finances

Our quick-route plan for time-poor people

Andrew Oxlade Fidelity International - 08 Jan 2026

Personal finance

What is inheritance tax? The basics

Who gets what when you're gone?

Oliver Griffin Fidelity International - 17 Nov 2025

Ask Fidelity

How do you claim IHT gifting from surplus income if your income is irregular?

Understanding HMRC’s annual approach to gifts from surplus income for IHT planning

Marianna Hunt Fidelity International - 09 Nov 2025

Inheritance and legacy

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

Ask Fidelity

IHT - your most popular questions answered

Five most popular questions you asked us

Marianna Hunt Fidelity International - 15 Oct 2025

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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 or Product Summary document which contains important information about the fund.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

Inheritance and legacy

Inheritance and legacy

How do I gift to a grandchild?

ISA or pension? Where to take money from first in retirement

When the IHT 7-year rule becomes a 14-year rule

Pensions and Inheritance Tax: what the upcoming changes mean

Will my daughter’s wedding reduce my IHT bill?

Can this hack help you gift money tax-free?

IHT: your questions answered on trusts, spouses and tax traps

IHT gifting allowances: 8 key questions answered

Who can I leave my pension to?

Inheritance Tax taper relief explained

I want to pass my pension to my wife - how much tax will she pay?

9 steps to tackle the IHT change coming for your pension

How to talk to your children about their inheritance

How to keep IHT records and avoid an unnecessary bill

I inherited a pension - can it go to my children instead?

Is now the right time for financial advice?

9 ways to protect your pension from IHT changes

This IHT mistake could cost you £78,000

What happens to unused tax-free cash in my pension?

IHT problem? Try combining these perks

Will our adult kids living at home create an IHT bill?

8 steps to ‘permanently’ fix your finances

What is inheritance tax? The basics

How do you claim IHT gifting from surplus income if your income is irregular?

Autumn Budget: inheritance tax and other possible changes

IHT - your most popular questions answered

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