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Financial Adviser Investment News & Insights

Catch-up on the latest insights, opinions news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. This content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party. Please note that the views expressed are valid at the time of publishing.

Insights and opinions

Expert opinions on markets, trends and financial planning.

Insights and opinions

A guide to inheritance tax - Give while you live

Using pension savings to sidestep inheritance tax

Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

21 January 2026

Insights and opinions

Tax increases reignite the bonds versus collectives question

Tax hikes on savings and dividends from 2026 and 2027 slightly shift rates bu…

Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

21 January 2026

Insights and opinions

Does saving into a pension still make sense?

This article explores the impact of the 2027 IHT rules, busts common myths, a…

Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

19 January 2026

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Fidelity Adviser Solutions press releases

Catch the latest news and developments.

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Fidelity research highlights growing adviser focus on intergenerati…

Two thirds (66%) of advisers say advising on wealth transfers is an important…

Press Releases

Press Releases

London

22 January 2026

Press Releases

Fidelity research reveals advisers spend a third of their day with …

Fidelity Adviser Solutions, Fidelity International’s adviser platform, has pu…

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Press Releases

London

05 November 2025

Press Releases

Fidelity International’s Bitcoin ETP approved by FCA for retail acc…

Fidelity International’s Bitcoin ETP approved by FCA for retail access

Press Releases

Press Releases

London

03 November 2025

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