Tax efficiency
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.
Tax efficiency
Cash ISA overhaul: what can savers do now?
Ed and Jemma talk over the latest reforms
Jemma Slingo Fidelity International - 11 Dec 2025
Overpay the mortgage, ISA or pension - which is best?
The classic ‘trilemma’ for those in their 40s and 50s
Marianna Hunt Fidelity International - 11 Dec 2025
You’ve taken your tax-free cash - now what?
Managing tax-free pension lump sums after the budget
Marianna Hunt Fidelity International - 11 Dec 2025
5 big tax breaks the self-employed miss out on
Ensure more of your profits stay in your pocket
Marianna Hunt Fidelity International - 10 Dec 2025
Self-employed and pensions: how to get started with a SIPP
All you need to know
Marianna Hunt Fidelity International - 09 Dec 2025
Pay rise? Bonus? New tax bracket? Tax worries?
How to be tax savvy with the rules changing
Becks Nunn Fidelity International - 08 Dec 2025
Junior ISA boom: which funds are parents buying?
Shelter your child’s savings from the tax man
Marianna Hunt Fidelity International - 08 Dec 2025
Taxes: jargon buster
Understanding the taxes you may need to pay in the UK
Oliver Griffin Fidelity International - 03 Dec 2025
Budget tax rises - here’s where they hit the hardest
Our analysis on what the Budget means for you
Ed Monk Fidelity International - 28 Nov 2025
Cash ISA cut: what does it mean for savers?
Scenarios for dividing cash and investments in an ISA
Jemma Slingo Fidelity International - 26 Nov 2025
Autumn Budget: how might the government change pensions?
A round up on the latest changes to pensions
Ed Monk Fidelity International - 26 Nov 2025
Autumn Budget: main points at a glance
All you need to know
Marianna Hunt Fidelity International - 26 Nov 2025
Labour’s ‘no choice’ tax-raising Budget
What the measures mean for your finances
Tom Stevenson Fidelity International - 26 Nov 2025
What is tax relief? The basics
How your pension can work harder with a little help
Oliver Griffin Fidelity International - 21 Nov 2025
5 ways to pay less tax - regardless of the Budget
Simple strategies to cut your tax bill
Jemma Slingo Fidelity International - 18 Nov 2025
Generate your retirement income the Warren Buffett way
What does the world’s most famous investor say?
Richard Evans Fidelity International - 14 Nov 2025
How to make cash-like returns - without a cash ISA
A money market fund is a useful alternative to a savings account
Jemma Slingo Fidelity International - 13 Nov 2025
Turning point for UK economy? Interest rate cuts edge closer
What does the latest interest rate decision tells us about the UK economy?
Ed Monk Fidelity International - 13 Nov 2025
How to make the right decision on taking pension tax-free cash
What you need to consider before taking cash from your pension
Richard Evans Fidelity International - 11 Nov 2025
Why this is the most extreme ‘fiscal drag’ in UK income tax
Navigating the rising tide of UK income tax
Ed Monk Fidelity International - 29 Oct 2025
The silent retirement risk we all ignore - and how to manage it
How to plan for a longer life
Marianna Hunt Fidelity International - 28 Oct 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
Autumn Budget: how the government could end the 60% tax band
One simple change that could make the tax system rational again
Richard Evans Fidelity International - 27 Oct 2025
Budget or not, income tax is rising - but you can act
‘Fiscal drag’ will continue for years to come
Ed Monk Fidelity International - 23 Oct 2025
Don’t cash your pension lump sum until you’ve read this
How to future-proof your retirement savings
Tom Stevenson Fidelity International - 17 Oct 2025
How might the government change Cash ISAs?
Will the allowance for cash savings within ISAs be reduced?
Ed Monk Fidelity International - 15 Oct 2025
How to create a retirement salary
All you need to know to get a regular income from your savings
Richard Evans Fidelity International - 14 Oct 2025
5 good reasons to take your tax-free cash - and 5 bad ones
What you need to consider before taking tax-free cash from your pension
Marianna Hunt Fidelity International - 13 Oct 2025
6 ways to fix your finances for the 100-year life
Increased longevity is to be celebrated - but it creates challenges
Ed Monk Fidelity International - 13 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
How to trace old pensions
Is there a forgotten pot out there with your name on it?
Oliver Griffin Fidelity International - 07 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
How to talk to your children about their inheritance
How to reduce your inheritance tax bill
Becks Nunn Fidelity International - 25 Sep 2025
5 IHT mistakes that could cost you thousands
Some key pitfalls to watch out for
Marianna Hunt Fidelity International - 24 Sep 2025
Pension versus SIPP - 7 questions to ask yourself
Is a Self-Invested Personal Pension right for you?
Becks Nunn Fidelity International - 23 Sep 2025
7 steps to pass on a portfolio
A practical guide to passing on wealth
Jemma Slingo Fidelity International - 17 Sep 2025
Inflation scenarios: what 3.8% rate does to a pension
Navigating a higher inflation environment
Tom Stevenson Fidelity International - 11 Sep 2025
How 4% inflation could derail your retirement
Pensions, prices, and policy pressure
Tom Stevenson Fidelity International - 11 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
A-levels done. Next up? Money worries
5 tips to help ease Gen Z money worries
Becks Nunn Fidelity International - 11 Aug 2025
New job? Here are 5 things you need to know
Make sure you make the most of your employer’s benefits
Jemma Slingo Fidelity International - 24 Jul 2025
Will the State Pension be there for me?
Can we rely on a State Pension in the future?
Ed Monk Fidelity International - 24 Jul 2025
Cash ISAs: the real challenge for savers
Could your money be working harder elsewhere?
Tom Stevenson Fidelity International - 03 Jul 2025
The investment trusts you can buy without paying stamp duty
Stamp duty is not levied on all trusts, here’s why
Richard Evans Fidelity International - 02 Jul 2025
Savings by age: how much should you have by 30, 40, 50 & 60?
How do your savings compare?
Ed Monk Fidelity International - 12 Jun 2025
3 steps to avoid higher rate tax in retirement
How to minimise your tax bill
Richard Evans Fidelity International - 30 May 2025
Why the higher rate income tax threshold should be £75,000
What counts as a ‘high earner’ salary has transformed since 2000
Ed Monk Fidelity International - 28 May 2025
How to choose your first pension investments in a SIPP
Which funds make sense for beginner pension investments?
Ed Monk Fidelity International - 29 Apr 2025
What is bonus sacrifice? The basics
How to get your bonus working harder for you
Becks Nunn Fidelity International - 17 Apr 2025
Bond market overpowers Trump tariffs. How does it work?
How the bond market influences our wealth and everyday finances
Richard Evans Fidelity International - 11 Apr 2025
3 ways to maximise your chances of investing success
Get the new tax year off to a flying start
Becks Nunn Fidelity International - 10 Apr 2025
Investing in cash in a Stocks and Shares ISA: the basics
You don’t need a cash ISA to invest in cash
Becks Nunn Fidelity International - 04 Apr 2025
The tax hacks to help you keep more of your money
Make the most of your allowances and tax-efficient accounts
Becks Nunn Fidelity International - 04 Apr 2025
An extra £100k in ten years - what does it take?
Your guide to building a sizeable nest egg
Ed Monk Fidelity International - 04 Apr 2025
Your 10-minute tax-saving toolkit
All you need to know before the 5 April deadline
Emma Simon Investment writer - 02 Apr 2025
Where should I invest? 2025 best-seller fund choices
Ideas for your ISA
Ed Monk Fidelity International - 27 Mar 2025
How to boost your State Pension before crucial April deadline
Act now to boost your state pension by up to £6,000 a year
Ed Monk Fidelity International - 18 Mar 2025
Top 10 best-selling ISA and SIPP funds of 2025
The most popular funds with our investors so far this year
Richard Evans Fidelity International - 13 Mar 2025
5 tax hacks: how to make financial gifts without a big tax bill
The tax savvy guide to gifting
Becks Nunn Fidelity International - 12 Mar 2025
Mind the gap: women face £97k pension shortfall
Practical tips to help close the gender pension gap
Becks Nunn Fidelity International - 03 Mar 2025
Why I'm not ready to de-risk my pension pot
How to safeguard your retirement savings
Tom Stevenson Fidelity International - 21 Feb 2025
Save in cash or invest? The best home for your ISA money
Staying smart with tax-efficient savings
Ed Monk Fidelity International - 20 Feb 2025
Retirement plan checklist: 5 years from retirement
Make the most of your tax-efficient pensions and ISA savings
Emma Simon Investment writer - 20 Feb 2025
The hidden 60% tax rate – and how to avoid it
The magic of pension contributions...
Richard Evans Fidelity International - 14 Feb 2025
8 steps to ‘permanently’ fix your finances
Our quick-route plan for time-poor people
Andrew Oxlade Fidelity International - 24 Jan 2025
5 expert portfolio tips for 2025
Portfolio-shaping hacks from one of our Wealth Managers
Becks Nunn Fidelity International - 13 Jan 2025
Trump’s likely effect and the UK in trouble?
Your questions answered in our Investment Outlook special
Ed Monk Fidelity International - 09 Jan 2025
3 tax quirks that could see your IHT bill soar
IHT rules can lead to wildly different outcomes from similar circumstances
Ed Monk Fidelity International - 08 Jan 2025
Don’t miss these critical 2025 financial deadlines
Key dates for your diary
Becks Nunn Fidelity International - 08 Jan 2025
5 money mistakes people make in their 20s
Financial traps to avoid
Emma Simon Investment writer - 20 Nov 2024
5 money mistakes people make in their 30s
Financial traps to avoid
Emma Simon Investment writer - 05 Nov 2024
5 money mistakes people make in their 50s
Financial traps to avoid
Emma Simon Investment writer - 20 Sep 2024
The ‘100-year life’: My plan for a ‘37-year’ retirement
I’m 50 with a one in ten chance of reaching 97
Andrew Oxlade Fidelity International - 23 Feb 2024
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