Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP · LSE:FGGG
Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP — Fidelity Personal Investing — Fact Sheet (April 2017)
6 slides from Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP's fact sheet, Apr 6, 2017
Slide 1: Save more into your pension with carry forward
CARRY FORWARD SAVE MORE INTO YOUR PENSION The pension ‘carry forward’ rules explained WITH CARRY The maximum most savers can contribute to their pension in a tax-efficient way is limited to £40,000 per tax year. However, FORWARD you may be able to contribute up to £160,000 before the end of the tax
Slide 2: How much can I normally pay in to my pension each year?
How much can I normally pay in to my pension Can I invest more than the Annual Allowance? each year? Potentially, yes. If you haven’t put the maximum amount into your The amount you can invest without incurring any tax charge is limited pension in the previous three tax years, you may be able to use
Slide 3: Are there any carry forward rules I need to be aware of?
Are there any carry forward rules I need to be How carry forward works in practice. aware of? David earns £120,000 a year and has paid in the following amounts You can potentially carry forward any unused annual allowances to his pension over the last few years. His unused annual allowance from the
Slide 4: How the double allowance worked in practice
How the double allowance worked in practice – How the double allowance works in practice – example 1 example 2 Rita makes regular contributions of £2,500 a month to her pension. Frank is self-employed and made a payment of £60,000 into his She makes her payments on the 30th of every month when she p
Slide 5: Is there a way to check whether I can carry forward any allowances?
Is there a way to check whether I can carry forward any allowances? The government (HMRC) has a handy online calculator which helps you work out whether you have any annual allowance you can carry forward. Simply visit hmrc.gov.uk/tools/annualallowancelimit What do I need to do if I want to take adv
Slide 6: How can Fidelity help?
HOW CAN FIDELITY HELP? Important information Fidelity Personal Investing does not give personal recommendations. If you are unsure about the If you would like to discuss your pension suitability of an investment you should speak to arrangements with one of our UK pensions an authorised financial adv
Fidelity Personal Investing — Fact Sheet (April 2017) on 6ix