Skip Header

5 essential checks to make for the new tax year

Ed Monk

Ed Monk - Fidelity International

Today on the show - we are in a brand new financial year, so it’s a great time to run the rule over your finances and make sure you are on track to meet your long-term savings goals. We’ve got 5 essential checks to help you do it.

Important information: The value of investments and the income from them, 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. Overseas investments will be affected by movements in currency exchange rates. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. 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.

Subscribe to podcast:

 Apple Podcasts

 Spotify

 TuneIn

 Omny

Share this podcast

What you could do next

Stay up to date with market data

Get the latest share prices, market data, news, factsheets and performance charts for FTSE companies.

Understand the investment landscape

Watch Tom Stevenson's analysis of the global markets and key asset classes for the next 12 months.

Look for opportunities

Search through the thousands of investments we offer with our powerful investment finder tool.

Latest articles

9 ways to protect your pension from IHT changes

Key planning moves before pensions face inheritance tax


Marianna Hunt

Marianna Hunt

Fidelity International

Weary investors sit on their hands

What’s driving your investments this week?


Tom Stevenson

Tom Stevenson

Fidelity International

The best (and worst) ways to take your tax-free cash

What to know before taking tax-free cash from your pension


Jemma Slingo

Jemma Slingo

Fidelity International