Help & support Register for online access Back to account summary Log out
Skip Header
Log out
Menu
Close
Services

Services

Services Overview
Our accounts
Back
Our accounts
Stocks and Shares ISA Personal pension (SIPP) Investment Account Junior ISA Junior SIPP Fees and charges Our terms of service
What we offer
Back
What we offer
Why Fidelity What we offer Fidelity Wealth Fidelity's retirement service Fidelity Investor Centre Investing online with us Ongoing enhancements
I want to...
Back
I want to...
Open an account Choose investments Transfer investments ISA Allowance 2020/21 View pension allowances
overview icon Overview
Guidance & tools

Guidance & tools

Guidance & tools Overview
Get started
Back
Get started
Investing basics
Back
Investing basics
Investing basics Overview Investment risk and return Understanding volatility and risk Effective asset allocation Why have a regular savings plan How mutual funds work How exchange-traded funds work How investment trusts work How shares work
Back
Are you ready to invest? Choose an account Invest for Life videos
Guides
Back
Guides
Principles for good investing Investment guides & videos Life events
Back
Life events
Life events Overview Finances for married life Preparing for children Planning for university Thinking about divorce When your children move out Moving into retirement Getting a new job Setting up a business Having a baby later in life
Back
Modern Life Report ISA Guide Self-employed
Tools
Back
Tools
Help choosing investments Chart and compare Retirement planning calculators Stocks & Shares ISA Calculator
overview icon Overview
Funds

Funds

Funds Overview
Show me a few ideas
Back
Show me a few ideas
Find a fund based on risk ESG Investing Easy Invest
Show me expert picks
Back
Show me expert picks
Our experts’ favourite funds - Select 50 Our experts’ favourite ETFs - Select ETF Fidelity Select 50 Balanced Fund Tom’s ISA picks
Show me everything
Back
Show me everything
Investment Finder Fund updates Fund prices
I want to...
Back
I want to...
Choose a fund Open an account View fund articles Chart and compare funds
overview icon Overview
Shares

Shares

Shares Overview
News & data
Back
News & data
Share prices and market data
Share dealing
Back
Share dealing
Investing in shares Share dealing fees and charges Share dealing FAQs FTSE Indices
Other investments
Back
Other investments
Investment trusts Exchange-traded funds (ETFs) Our experts’ favourites - Select ETF
I want to...
Back
I want to...
Find a share Open an account Transfer investments Chart & compare shares
overview icon Overview
Pensions & retirement

Pensions & retirement

Pensions & retirement Overview
Saving
Back
Saving
Saving in your 20s and 30s Saving in your 40s Saving in your 50s Self-employed pensions
Planning
Back
Planning
Things to consider
Back
Things to consider
Things to consider Overview Creating a plan Lifetime allowance Legacy planning
Back
Choosing income options Taking tax-free cash Drawdown
Guidance & advice
Back
Guidance & advice
Fidelity's retirement service Retirement planning calculators
I want to…
Back
I want to…
Open a SIPP Transfer a pension Speak to a retirement specialist Change your drawdown income Investing in retirement View pension allowances
Back
View pension allowances
View pension allowances Overview Pension tax relief Lifetime allowance Annual allowance Tapered annual allowance Carry forward allowance Money purchase annual allowance
Back
overview icon Overview
Markets & insights
Home Markets & insights

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

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

Emma-Lou Montgomery
Investing for capital growth

5 ways to stay one step ahead in 2020

A new year - and a new decade - brings fresh opportunity

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity Personal Investing - 31 Dec 2019

Tom Stevenson
Personal finance

Election result: what you need to know

Big Conservative majority reshapes the political landscape

Tom Stevenson

Tom Stevenson Investment Director - 13 Dec 2019

Tom Stevenson
Personal finance

Con majority: winners and losers

Latest polling points to a decisive Tory win

Tom Stevenson

Tom Stevenson Investment Director - 28 Nov 2019

Ed Monk
Personal finance

Conservatives pin hopes on ‘safety first’ tax plans

Tories’ timid plans on tax and spending draw a clear dividing line with Labour

Ed Monk

Ed Monk Fidelity Personal Investing - 25 Nov 2019

Daniel Lane
Homes

House prices still feeling Brexit pressure

No Deal possibility keeping prices down?

Daniel Lane

Daniel Lane Fidelity Personal Investing - 08 Oct 2019

Tom Stevenson
Investing for children

How to invest for your children

The best ways to set your kids up for adult life

Tom Stevenson

Tom Stevenson Investment Director - 10 Sep 2019

Ed Monk
Saving for retirement

Boris or Jeremy? Two tax futures emerge

The men hoping to be the next PM offer startlingly different plans

Ed Monk

Ed Monk Fidelity Personal Investing - 10 Jun 2019

Show Results

Go to Markets & Insights home

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.

© FIL Limited 2020