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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

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

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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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