13 changes to your money happening in April

Read more

Investment Articles


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The UK funds industry is going through a dark age: £51 billion has been withdrawn from funds by UK retail investors in the past two...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


Dividend tax bills are rising: how to beat the hike

Tax year end is looming but there is still time to protect your investments from the taxman’s impending dividend tax raid. From 6 April the...

Wed, 06/03/2024 - 17:10


Five tips for investing in recession

The advent of a recession doesn’t necessarily mean falling share prices. The market is always looking forward and anticipating what comes next. No-one is pencilling...

Wed, 28/02/2024 - 15:04


How to beat the incoming capital gains tax hike

More than a quarter of a million more people and trusts will be paying capital gains tax for the first time, according to HMRC figures,...

Tue, 27/02/2024 - 13:19


Cost of safe haven investing: cash and gilts lose money in real terms

It’s been better to be a hare than a tortoise when it comes to investment markets over the last decade. Cautious investors have significantly underperformed...

Mon, 26/02/2024 - 17:18


10 ways to beat the taxman before April

There are now less than two months until the end of the current tax year, so Laura Suter, director of personal finance at AJ Bell,...

Fri, 16/02/2024 - 15:36


Analysts more bullish than ever on UK stocks in 2024

As we enter 2024, 59% of all analysts’ recommendations are buys and just 8% are sells for constituents of the FTSE 100, the highest and...

Tue, 30/01/2024 - 15:38


AJ Bell funds rebalancing

The AJ Bell funds are managed by the team at AJ Bell Investments, with one aim: helping you invest. We look after the...

Thu, 18/01/2024 - 09:00


Pages