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Investment Articles


ISAs turn 25: Who holds them and how much have they got?

ISAs turned 25 on 6 April 2024 and they’ve never been more relevant, with cuts to capital gains tax and dividend tax allowances making the...

Thu, 04/04/2024 - 17:13


25 years of the ISA: four companies also created in 1999 that would have produced lucrative returns

Four giants of industry were created in the same year as the ISA launched in 1999 and investing in them at the first possible opportunity...

Thu, 04/04/2024 - 17:08


Early bird ISA investors swoop on £19,000 gain

Those who put £5,000 into an ISA at the beginning of each tax year since 1999 instead of at the end would now be over...

Thu, 04/04/2024 - 08:29


Six ways to kick-start investing for your children

Putting some money aside for the kids is an item that’s perennially on parents’ to-do list, but often gets lost amid the day-to-day chores of...

Wed, 03/04/2024 - 16:21


ISA rules from 6 April – what you need to know

While we didn’t see full simplification of ISAs in last year’s Autumn Statement, there’s some minor changes you need to be aware of. So let's...

Wed, 03/04/2024 - 11:58


Favourite funds update - March 2024

The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve narrowed...

Thu, 28/03/2024 - 14:28


13 changes to your money happening in April

The new tax year often brings a raft of changes that impact people’s pay, investments, savings and bills – and this year is no different....

Tue, 26/03/2024 - 16:09


Last-minute picks: Eight trusts and funds for ISAs

As we continue to creep closer to 6 April, and with ISA season well under way, many people will be considering their investment choices and...

Mon, 25/03/2024 - 15:47


How a Lifetime ISA can save years and thousands off your deposit saving

Getting on the housing ladder is the top priority for many young people, but with both house prices and mortgage rates rising it can be...

Wed, 20/03/2024 - 13:57


Five ways to trim your ISA costs

ISAs are great way to shelter your wealth from the taxman. And if you’re in it for the long run, investing can give you the...

Tue, 19/03/2024 - 17:18


The dividend hero investment trusts yielding more than 5%

It’s not just cash savers and bond investors who are enjoying income yields above the rate of inflation, so are those buying investment trusts with...

Thu, 14/03/2024 - 11:41


How ISA millionaires invest their money

The number of investors with at least £1 million in their AJ Bell ISA has more than doubled over the past three years. That is...

Thu, 14/03/2024 - 11:23


How to build your own British ISA today

The government is planning to introduce a British ISA in a bid to revive the London Stock Exchange, an endeavour which ultimately might not add...

Wed, 13/03/2024 - 09:09


UK funds suffer worst outflows on record

The UK funds industry is going through a dark age: £51 billion has been withdrawn from funds by UK retail investors in the past two...

Tue, 12/03/2024 - 15:33


Everything you need to know about the Spring Budget

Today’s Budget was short on surprises, with most of the key announcement already having been briefed to the national media advance.

Key changes announced...

Wed, 06/03/2024 - 17:56


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