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ask the expert

  • Ask the expert: How do I avoid double tax on my pension?

    Personal Finance

    Got a question for our expert? Email asktheexpert@cityam.com Fidelity personal financial specialist Marianna Hunt is back on hand to answer your burning questions, and today a reader is looking to avoid the incoming double tax blow. Q: I’m hoping to retire soon and am just deciding where I will draw my income from. I had [...]

    Marianna Hunt discussing financial strategies at a business conference, wearing a professional suit, engaging with the aud...
  • Ask the expert: Will paying for my daughter’s wedding reduce my IHT bill?

    Personal Finance

    Fidelity personal financial specialist Marianna Hunt is back on hand to answer your burning questions, and today a reader wants to know if paying for their daughter’s big day could reduce their IHT bill. Q: My daughter is getting married. I understand that if my wife and I transferred her £15,000 for the costs of [...]

    Marianna Hunt discussing financial strategies at a business conference, wearing a professional suit, engaging with the aud...
  • Ask the expert: Should I invest instead of buying a home?

    Personal Finance

    Fidelity personal financial specialist Marianna Hunt is back on hand to answer your burning questions, and today a reader wants to know whether to take the plunge and buy a property or invest. Q. I’m in my late 20s and have managed to save around £20,000, which I initially thought I’duse as a deposit to [...]

    Marianna Hunt discussing financial strategies at a business conference, wearing a professional suit, engaging with the aud...
  • Ask the expert: Is £500k enough to retire?

    May 13, 2026

    Fidelity personal finance specialist Marianna Hunt is back to help a reader who wants to know if they have enough in their portfolio to not only retire but to live the lifestyle they want. Q. I’m 55 and have built up a portfolio worth around £500,000 – split across pensions and ISAs. I’ve also paid [...]

  • Ask the expert: How do I convert my property portfolio into a pension?

    April 2, 2026

    Do you have a personal finance question that you’re struggling to find an answer to? Email askthexpert@cityam.com Questions will be published anonymously. Fidelity personal finance specialist Marianna Hunt is back to advise a reader who is looking to turn their property portfolio into pension income. Q: How do you convert an exclusively property portfolio into [...]

  • Ask the expert: Can I afford a gap year in my 40s?

    March 11, 2026

    Do you have a personal finance question that you’re struggling to find an answer to? Email askthexpert@cityam.com Questions will be published anonymously. Fidelity personal finance specialist Marianna Hunt is back to advise a reader who wishes to take a year off for travel but worries about disrupting long term savings plans. Q: I’m in my [...]

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