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Home Inheritance and legacy

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

Gemma Evangelou
Personal finance

7 steps to ‘permanently’ fix your finances

A framework for financial success

Gemma Evangelou

Gemma Evangelou Wealth Adviser, Fidelity International - 24 Apr 2024

Becks Nunn
Inheritance and legacy

What could I do with a £1k, £20k or £100k inheritance?

3 ways to invest an inheritance

Becks Nunn

Becks Nunn Fidelity International - 22 Mar 2024

Emma-Lou Montgomery
Personal finance

What happens to my money when I die?

Be in the know to ensure your pensions and investments go to who you want them to

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 20 Mar 2024

Emma-Lou Montgomery
Personal finance

Love is….5 golden rules for financial harmony

Remember not to let your heart rule your finances

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 14 Feb 2024

Emma-Lou Montgomery
Inheritance and legacy

How to stop your death being a big earner for HMRC

Inheritance tax rules are complicated but worth getting to grips with

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 08 Jan 2024

Emma-Lou Montgomery
Inheritance and legacy

Exactly what happens if you don’t write a will

Don’t risk leaving loved ones in financial limbo when you die

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 04 Jan 2024

Ed Monk
Personal finance

10 Autumn Statement changes the Chancellor could make

And the chances that they actually happen

Ed Monk

Ed Monk Fidelity International - 17 Nov 2023

Ed Monk
Podcast

IHT vs CGT - which takes the most?

In this podcast Ed Monk and Tom Stevenson discuss the latest analysis from Fidelity which shows a marked increase in the amount of revenue generated from Capital Gains Tax receipts rather than Inheritance Tax.

Ed Monk

Ed Monk Fidelity International - 23 Aug 2023

Ed Monk
Personal finance

Would your finances pass this mid-life MOT?

The questions you need to ask to keep your money plans on track

Ed Monk

Ed Monk Fidelity International - 14 Jul 2023

Becks Nunn
Inheritance and legacy

Why you should talk to your children about their inheritance

How to reduce your inheritance tax bill

Becks Nunn

Becks Nunn Fidelity International - 31 May 2023

Amber King
Personal finance

What happens to my pension when I die?

All you need to know

Amber King

Amber King Fidelity International - 04 May 2022

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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 which contains important information about the fund.

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