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The objective of this page is to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. 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 may no longer be current.
Capital gains and Investment Accounts
At face value, calculating the gains or losses on unit trusts and OEICs may seem a straightforward process. However, in reality it can be quite complicated.
Paul Squirrell Head of Retirement and Savings Development - 23 Apr 2024
Pensions – still the first port of call for retirement savings
In this article, I want to illustrate why pensions are still the starting point for clients saving for their retirement.
Paul Squirrell Head of Retirement and Savings Development - 17 Apr 2024
Pensions are now even more attractive to those saving for retirement
The attraction of saving into a pension became a whole lot more in March 2023 when a number of pension allowances were boosted in the Spring Budget.
Paul Squirrell Head of Retirement and Savings Development - 17 Apr 2024
The LTA replacement regime explained
When the new tax year begins on 6 April 2024, the Lifetime Allowance (LTA) replacement will come into force.
Paul Squirrell Head of Retirement and Savings Development - 17 Apr 2024
Maximising tax benefits within an ISA
Three brief observations about Individual Savings Accounts (ISAs) and their tax benefits.
Paul Squirrell Head of Retirement and Savings Development - 17 Apr 2024
Investing beyond pensions and ISAs
What should clients do when they have money to invest but have already made their pension contributions and used up their ISA allowance?
Paul Squirrell Head of Retirement and Savings Development - 17 Apr 2024
Beneficiary flexi-access drawdown (BFAD) conundrum
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Paul Squirrell Head of Retirement and Savings Development - 06 Apr 2024
Transitional tax-free amount certificates
Applications need to made before the first RBCE in the new tax year.
Paul Squirrell Head of Retirement and Savings Development - 25 Mar 2024
Spotlight on Generative Artificial Intelligence
Given the rapid emergence of new technologies, continued awareness of cybersecurity is crucial in today's world.
Katie Beecroft Risk and Security, Fidelity International - 20 Mar 2024
Spring Budget 2024 - what it means for your clients' money
British ISA, NI cuts and changes to child benefit.
Tom Stevenson Fidelity International - 06 Mar 2024
Planning opportunities at tax year end
A high-level look at some of the main considerations for financial planners
Paul Squirrell Head of Retirement and Savings Development - 18 Jan 2024
Autumn Statement 2023 – what it means for your clients’ money
Chancellor focuses on workers and small businesses
Tom Stevenson Fidelity International - 22 Nov 2023
How ISAs might change - Autumn Statement
There are rumours of government changes to ISAs
Ed Monk Fidelity International - 16 Oct 2023
The fight against cybercrime goes on
It’s more important than ever to be cyber-savvy
Katie Beecroft Risk and Security, Fidelity International - 13 Oct 2023
AIM high for later life clients with IHT investing
In the tax year ending on 31 March 2023, the government received a record-breaking £7.1bn in inheritance tax (IHT) – a 13% increase from the previous year.
Natalie Howard Investment Manager, Canaccord Genuity Wealth Management - 10 Oct 2023
Cybersecurity: addressing behavioural risks
Why individuals – both advisers and their clients – may be unable to work in the most secure way possible.
Katie Beecroft Risk and Security, Fidelity International - 29 Sep 2023
Making the most of annual allowances
New government legislation means the 2023/24 tax year has seen significant changes to the investment landscape.
Donald Manning Retirement & Savings Development Manager - 27 Sep 2023
What now for low-risk portfolios?
Looking-forward, bonds are now more attractively valued than at any point in the last 15 years. Short-dated bonds were yielding over 5% this July.
Jack Richards Investment Manager - Hymans Robertson Investment Services - 18 Sep 2023
Do these numbers put the State Pension triple lock at risk?
New wage data suggest a further 8.5% rise in the payment
Ed Monk Fidelity International - 15 Sep 2023
Why Now is a Good Time to Invest in AIM
AIM offers a number of attractions for private investors, including exposure to growth companies and the ability to mitigate Inheritance Tax.
Sean O’Flanagan Senior Investment Manager - Whitman Asset Management - 01 Aug 2023
The annual allowance tax charge and the 'scheme pays' option
How the charge works and a potential option for paying HMRC
Paul Squirrell Head of Retirement and Savings Development - 14 Jul 2023
£205K to replace -- why clients really need a full State Pension
There can be lots of reasons why clients might not get the maximum State Pension.
Ed Monk Fidelity International - 27 Jun 2023
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