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Markets & insights
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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 an authorised financial adviser.

Tax efficiency

Ed Monk
Saving for retirement

4 ways to overcome retirement saving inertia

Delaying starting your pension could be a mistake

Ed Monk

Ed Monk Fidelity Personal Investing - 14 Dec 2020

Tom Stevenson
Personal finance

The problems with a Wealth Tax

Fair in theory, challenging in practice

Tom Stevenson

Tom Stevenson Investment Director - 09 Dec 2020

Ed Monk
Podcast

Markets given a vaccine boost | Will tax on gains rise?

In this podcast, Fidelity’s Ed Monk and Tom Stevenson discuss the promising news on vaccines and potential rises to capital gains tax.

Ed Monk

Ed Monk Fidelity Personal Investing - 18 Nov 2020

Ed Monk
Personal finance

A capital gains tax rise: could it happen?

The Chancellor is mulling a tax rise on investments

Ed Monk

Ed Monk Fidelity Personal Investing - 16 Nov 2020

Ed Monk
Personal finance

Three tips to give a boost to your savings

Saving success is about a few small changes that add up

Ed Monk

Ed Monk Fidelity Personal Investing - 16 Nov 2020

Ed Monk
Personal finance

Will an Autumn tax raid really happen?

So far, the Chancellor has giveth - will he now taketh away?

Ed Monk

Ed Monk Fidelity Personal Investing - 01 Sep 2020

Graham Smith
Funds

Should investors stay or sell this May?

Putting the recent recovery into perspective

Graham Smith

Graham Smith Market Commentator - 01 May 2020

Emma-Lou Montgomery
Financial planning

Beyond Corona: love in lockdown

Who said tax wasn’t romantic?

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 21 Apr 2020

Ed Monk
Funds

Will tax rise to pay for Coronavirus support?

Attention is turning to repairing economic damage

Ed Monk

Ed Monk Fidelity Personal Investing - 14 Apr 2020

Maike Currie
Saving for retirement

Getting financially fit during Covid-19

Making the most of the bank holidays

Maike Currie

Maike Currie Fidelity Personal Investing - 09 Apr 2020

Tom Stevenson
UK

Budget 2020: the economy, your pension and taxes

The new Chancellor delivers an assured performance

Tom Stevenson

Tom Stevenson Investment Director - 11 Mar 2020

Ed Monk
Inheritance and legacy

Is a 10% rate of IHT on its way?

MPs have proposed an overhaul to inheritance

Ed Monk

Ed Monk Fidelity Personal Investing - 03 Feb 2020

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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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