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
What can we expect in the Autumn Budget?
All you need to know
Emma Simon Investment writer - 12 Jun 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 might the government change Cash ISAs?
Will the allowance for cash savings within ISAs be reduced?
Ed Monk Fidelity International - 21 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
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
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
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
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
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
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
Financial traps people fall into over the years
Avoid these common money mistakes
Emma Simon Investment writer - 13 Dec 2024
How to trace old pensions
Is there a forgotten pot out there with your name on it?
Ed Monk Fidelity International - 06 Dec 2024
Who should really be the target of Inheritance Tax?
The Personal Investor Podcast
Ed Monk Fidelity International - 04 Dec 2024
IHT on pensions to push wealthy families into 80% plus tax
Extra risk of estates passing key £2m limit
Ed Monk Fidelity International - 29 Nov 2024
5 money mistakes people make in their 20s
Financial traps to avoid
Emma Simon Investment writer - 20 Nov 2024
Q&A: the new ‘double tax’ on inherited pensions
Tax changes due in 2027 could upend retirement plans
Ed Monk Fidelity International - 15 Nov 2024
Generate your retirement income the Warren Buffett way
What does the world’s most famous investor say?
Richard Evans Fidelity International - 14 Nov 2024
HMRC’s new reason to target bitcoin investors
Trump’s election victory has caused a surge in the bitcoin price
Andrew Oxlade Fidelity International - 14 Nov 2024
5 money mistakes people make in their 30s
Financial traps to avoid
Emma Simon Investment writer - 05 Nov 2024
Autumn Budget 2024: Labour’s big tax gamble
What the Autumn Budget means for you and your money
Ed Monk Fidelity International - 01 Nov 2024
Autumn Budget 2024 - what it means for you and your money
No surprises from Rachel Reeves’s tax-spend-and-borrow Budget
Tom Stevenson Fidelity International - 30 Oct 2024
This week in the markets: politics in focus
What’s driving your investments this week?
Tom Stevenson Fidelity International - 28 Oct 2024
Autumn Budget: how Labour might change employers’ NI contributions
What this could mean for your pay and your pension
Emma Simon Investment writer - 24 Oct 2024
10 things to look out for in the Autumn Budget
What the Budget could mean for you and your money
Emma Simon Investment writer - 24 Oct 2024
Autumn Budget: how Labour might change pensions
The most talked about reforms - will any of them happen?
Ed Monk Fidelity International - 23 Oct 2024
Autumn Budget: how Labour might change ISAs and the dividend tax
No commitment in manifesto to leave tax breaks untouched
Richard Evans Fidelity International - 23 Oct 2024
Autumn Budget: how Labour might change CGT
All you need to know about Capital Gains Tax
Emma Simon Investment writer - 23 Oct 2024
Autumn Budget: how Labour could end the 60% tax band and its cliff edges
One simple change that could make the tax system rational again
Richard Evans Fidelity International - 22 Oct 2024
This week in the markets: can the winning streak go on?
What’s driving your investments this week?
Ed Monk Fidelity International - 21 Oct 2024
Can you get 5% interest on cash savings - and for how long?
What markets are telling us about the path for cash savings rates
Ed Monk Fidelity International - 10 Oct 2024
Your questions answered
The Budget, the Middle East and beyond
Ed Monk Fidelity International - 10 Oct 2024
Autumn Budget: will AIM shares lose their inheritance tax break?
What the Autumn Budget could mean for investors in AIM stocks
Richard Evans Fidelity International - 08 Oct 2024
3 options for taking pension tax-free cash
Savers may not appreciate how much flexibility they have with pension lump sums
Richard Evans Fidelity International - 08 Oct 2024
5 money mistakes people make in their 50s
Financial traps to avoid
Emma Simon Investment writer - 20 Sep 2024
History’s biggest tax blunders - and what might Rachel Reeves do?
Lessons from the past
Ed Monk Fidelity International - 12 Sep 2024
The unintended consequences of fiddling around with taxes
Chancellor has painted herself into a corner ahead of the Budget
Tom Stevenson Fidelity International - 05 Sep 2024
Labour's possible pension changes - what chance they happen?
The coming months could tell us much about the government’s plans
Ed Monk Fidelity International - 11 Jul 2024
Labour and you: what the election means for your finances
Tom’s take on the election
Tom Stevenson Fidelity International - 05 Jul 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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