Managing your investments

What happened in the markets and where did AJ Bell customers invest in November 2023?

November was good for equities, with the S&P 500 index in the US having its best month so far in 2023. The US index increased...

Fri, 01/12/2023 - 12:03

Government confirms pension tax rules following lifetime allowance abolition

We are now one step closer to understanding how the new pension tax regime – to replace the lifetime allowance – will work in practice....

Fri, 01/12/2023 - 10:35

Autumn Statement 2023

National Insurance

The headline announcement from today’s Autumn Statement was a two percentage points cut to the main rate of national insurance.

Jeremy Hunt’s...

Wed, 22/11/2023 - 18:14

Tight vote to hold rates at 5.25% but door left open for further hike

It was about as close as it gets but today’s decision by the Bank of England’s Monetary Policy Committee brings to an end almost two...

Fri, 22/09/2023 - 09:21

New report uncovers the life events that negatively impact women’s finances

Money Matters by AJ Bell, launched a new report on Wednesday 13 September, that provides a unique insight into the financial pitfalls that disproportionately affect women and...

Thu, 14/09/2023 - 17:07

Will the Bank of England follow the Fed and raise interest rates?

The US Fed has raised interest rates once again, but it is dropping hints left, right and centre that the tightening cycle may be at...

Thu, 04/05/2023 - 16:12

Should investors prepare for lower interest rates?

The International Monetary Fund (IMF) thinks that interest rates will soon be heading back towards pre-pandemic levels, and the market agrees. In the US, the...

Thu, 13/04/2023 - 17:14

Early ISA birds snaffle more worms than last minute ISA investors

It’s that time of year when investors rush to make the most of their annual ISA allowance before the tax year ends on 5 April,...

Tue, 04/04/2023 - 15:43

Pension tax tips to consider before 6 April

The end of the tax year is a natural time to check you are making use of your annual tax allowances before they expire on...

Mon, 03/04/2023 - 11:32

‘Bed and ISA’ transactions increase by 387% since Chancellor’s wealth tax raid announced in November

Chancellor Jeremy Hunt’s wealth tax raid from 6 April has precipitated a near four-fold increase in Bed and ISA transactions since he announced cuts to...

Fri, 31/03/2023 - 10:57

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