Toolkit
Rethinking estate planning
Fidelity Adviser Solutions guides and insights can help you to face a new direction in retirement and estate planning, requiring earlier action, deeper client conversations and more integrated advice.
Toolkit topic
Education
Toolkit
Rewriting the rules: pensions and inheritance tax
Inheritance tax rule changes for unused pensions mean that advisers may need to review retirement income strategies for their clients. Fidelity Adviser Solutions’ article and guide explore the practical challenges, opportunities and trade offs involved…
Toolkit
What is the outlook for markets?
Fidelity's market review examines how swiftly investor sentiment has shifted amid renewed geopolitical and economic turbulence.
Toolkit
How does the UK State Pension measure up?
The State Pension is set to increase in April in line with the triple lock. Marianna Hunt compares the UK State Pension with other state provision.
Toolkit
Can emerging markets continue their streak of outperformance?
Fidelity explores some of the reasons why they think emerging markets can continue to outperform, and why the backdrop for the asset class remains compelling in 2026.
Toolkit
Capital Gains and Investment Accounts
At face value, calculating the gains or losses on an investment seems a relatively straightforward process. In reality, it can be quite complicated. In this video, Fidelity Adviser Solutions' Paul Squirrell covers the methodology for…
Toolkit
New retirement income approaches gaining in popularity
Drawdown has largely been acknowledged as the ‘winner’ in terms of product since the introduction of pension freedoms.
Toolkit
Triple Lock: what will the State Pension be in the future?
The guaranteed and inflation-proof income the State Pension offers is vital in providing a baseline for those in retirement. The payment has been getting more generous, and that’s thanks to the ‘Triple Lock’. But how…
Toolkit
Tax treatment of money purchase death benefit payments
Under the lifetime allowance (LTA) replacement regime, one of the three new allowances is the lump sum and death benefit allowance (LSDBA).
Toolkit
Capital Gains and Investment Accounts
In this video, Fidelity's Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.