Favourite funds update - April 2024

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Investment Articles

Stop and think before accessing your pension in ‘peak withdrawals season’

The start of the tax year is traditionally peak pension withdrawal season for people with defined contribution (DC) pensions, with hundreds of thousands of savers...

Wed, 17/04/2024 - 13:32

UK IPOs have significantly outperformed the FTSE All-Share this year

Stocks that joined the UK stock market in 2024 have generated more than six times the return achieved by the FTSE All-Share since the start...

Wed, 17/04/2024 - 09:52

ISA investors still shunning UK funds and trusts ahead of UK ISA launch

Judging by the most popular investments with ISA investors so far in 2024, it looks like Jeremy Hunt is going to have to rely on...

Thu, 11/04/2024 - 15:20

US stocks high up the list for AJ Bell ISA customers

Stocks that provide exposure to the US market and offer ways to play the artificial intelligence theme have been among the most popular choices for...

Thu, 11/04/2024 - 14:34

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

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