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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.
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
When will clients get their State Pension?
Future rises in State Pension age are in question
Ed Monk Fidelity International - 04 Apr 2023
The Budget – What it means for you and your clients
Boosts for parents and pension savers featured in the Chancellor’s plans
Ed Monk Fidelity International - 17 Mar 2023
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 - 09 Mar 2023
Tax year end planning – Investment Accounts and ISAs
Specific considerations of these accounts including the Bed & ISA option
Paul Squirrell Head of Retirement and Savings Development - 02 Mar 2023
The money purchase annual allowance
How the MPAA operates and the various actions that trigger it
Paul Squirrell Head of Retirement and Savings Development - 28 Feb 2023
The tapered annual allowance
Covering the two tests that determines whether it applies or not
Paul Squirrell Head of Retirement and Savings Development - 27 Feb 2023
Tax relief and the pension annual allowance
The two crucial considerations when planning pension contributions
Paul Squirrell Head of Retirement and Savings Development - 15 Feb 2023
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