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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 an authorised financial adviser.

Inheritance and legacy

Emma-Lou Montgomery

What happens to my money when I die?

What you need to know

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 18 Nov 2021

Ed Monk

Is inheritance part of your financial plan?

What you need to know when receiving an inheritance

Ed Monk

Ed Monk Fidelity International - 27 Oct 2021

Emma-Lou Montgomery

Why it pays to take advice when getting divorced

Being financially ‘in the know’ is key

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 25 Oct 2021

Emma-Lou Montgomery

Four areas at risk of a Budget tax grab

What the Autumn Budget could mean for you and your money

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 21 Oct 2021

Ed Monk

Downsizing: why the dream rarely matches reality

Turning a property into retirement wealth may not be as simple as you think

Ed Monk

Ed Monk Fidelity International - 16 Sep 2021

Ed Monk

Daniel Craig is right to make his inheritance plans clear

The James Bond actor has helped break the taboo of passing on wealth

Ed Monk

Ed Monk Fidelity International - 26 Aug 2021

Ed Monk

Investing for income and what rising house prices mean for inheritance

In this podcast Tom Stevenson and Ed Monk discuss investing in shares for dividend growth and what rising house prices mean for inheritance.

Ed Monk

Ed Monk Fidelity International - 19 Aug 2021

Ed Monk

Will the price of your house trigger an inheritance tax bill?

The average bill due on estates caught by IHT is rising

Ed Monk

Ed Monk Fidelity International - 12 Aug 2021

Toby Sims

Why it’s vital young people learn about investing

COVID makes it even more important the young can build secure futures

Toby Sims

Toby Sims Fidelity International - 17 Mar 2021

Ed Monk

How to turn investments into an income

In this podcast Fidelity’s Ed Monk and Tom Stevenson discuss how to turn your hard-won pot of investments into an income for retirement.

Ed Monk

Ed Monk Fidelity International - 11 Mar 2021

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