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Home Markets & insights 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

Nafeesa Zaman
Inheritance and legacy

Four ways to keep wealth in the family

Learning the tax rules ensures peace of mind

Nafeesa Zaman

Nafeesa Zaman Fidelity International - 27 Jul 2022

Becks Nunn
Personal finance

Passing on wealth worries

Six ways to maximise the wealth you pass on

Becks Nunn

Becks Nunn Fidelity International - 13 May 2022

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

Becks Nunn
Personal finance

Why do I need a financial adviser?

The 6 main reasons customers take financial advice

Becks Nunn

Becks Nunn Fidelity International - 14 Apr 2022

Ed Monk
Inheritance and legacy

The Inheritance Tax net is getting wider - but you don’t have to get caught

3 simple steps to reduce the death tax bill

Ed Monk

Ed Monk Fidelity International - 07 Apr 2022

Ed Monk
Personal finance

Why more of us will pay Inheritance Tax

Spotting early if your estate will be liable is key

Ed Monk

Ed Monk Fidelity International - 26 Jan 2022

Emma-Lou Montgomery
Inheritance and legacy

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
Personal finance

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
Women & Money

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
Personal finance

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
Personal finance

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
Inheritance and legacy

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
Podcast

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

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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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