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
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
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
Who can I leave my pension to?
Don’t leave it to chance. Nominate your beneficiaries.
Becks Nunn Fidelity International - 09 Jun 2026
Inheritance Tax taper relief explained
Understanding the rules that shape what your loved ones receive
Oliver Griffin Fidelity International - 26 May 2026
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
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
How to talk to your children about their inheritance
Preparation can give you peace of mind
Becks Nunn Fidelity International - 29 Apr 2026
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
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
Is now the right time for financial advice?
Change is often a reason customers seek advice
Becks Nunn Fidelity International - 14 Apr 2026
9 ways to protect your pension from IHT changes
Key planning moves before pensions face inheritance tax
Marianna Hunt Fidelity International - 13 Apr 2026
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
What happens to unused tax-free cash in my pension?
A key question answered
Oliver Griffin Fidelity International - 06 Apr 2026
IHT problem? Try combining these perks
The role Junior ISAs can play in inheritance tax planning
Jemma Slingo Fidelity International - 01 Apr 2026
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
8 steps to ‘permanently’ fix your finances
Our quick-route plan for time-poor people
Andrew Oxlade Fidelity International - 08 Jan 2026
What is inheritance tax? The basics
Who gets what when you're gone?
Oliver Griffin Fidelity International - 17 Nov 2025
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
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
IHT - your most popular questions answered
Five most popular questions you asked us
Marianna Hunt Fidelity International - 15 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
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
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
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
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